Peter Wen

Peter Wen

104 posts
members

3.1.18

Peter Wen
Peter Wen
Introducing Tallyfor Connect for Intuit ProConnect.Let Tallyfor fill out Intuit ProConnect 1120s and 1065 forms for you! No more typing! Get it here. Tallyfor Connect: Auto-fill tax formsAuto-fill tax…
2023
members

3.1.10

Peter Wen
Peter Wen
All about Templating!We've honed our templating feature.  If you serve a vertical, or a have common chart of account across clients, (or even a somewhat-common COA across clients) Tallyfor's…
2023
members

3.1.9 & 3.1.9-hotfix

Peter Wen
Peter Wen
Oops. Bug fix. Nothing to see here! We forgot to show reclass totals.…
2023
members

3.1.8

Peter Wen
Peter Wen
This release is a fun one. We're starting to make things more beautiful! Check out our new Trial Balance row shading. Sticky Account Type headers make it easier for you…
2023
members

3.1.7

Peter Wen
Peter Wen
The Net Income section on the Balance Sheet now breaks out Schedule K and 8825 Income onto separate lines. Bug fix preventing PY Trial Balances to be displayed.…
2023
members

3.1.6

Peter Wen
Peter Wen
An efficiency improvement for Xero users.If you have many Xero Orgs connected to Tallyfor, the Tallyfor Org Picker allows you to filter your list so you can easily find…
2023
members

3.1.5

Peter Wen
Peter Wen
Schedule K Improvements. Schedule K is now below the Income Statement.  More details to be published.…
2023
members

3.1.4

Peter Wen
Peter Wen
Several additions to tax categories across several tax products. More detailed article to follow.…
2023
members

3.1.3-hotfix

Peter Wen
Peter Wen
Maintenance release.…
2023
members

3.1.3

Peter Wen
Peter Wen
You can now select Intuit ProConnect Tax (aka ITO) as a tax product choice.…
2022
members

3.1.2

Peter Wen
Peter Wen
Rollforward import fix.  (Certain rollforwards were not accepting an import) CCH Axcess create ATB fix. (CCH API created clients couldn't create an ATB) Empty synthetic account fix. (Sometimes a group…
2022
members

3.1.1

Peter Wen
Peter Wen
QBO and QBD report imports now exclude Inactive accounts. Sage50 date picker fix. Worklesspapers URL fix.…
2022
members

3.1.0

Peter Wen
Peter Wen
Holiday release!🎁 Notes, Links and Attachments Widget! (feat. Drag and Drop)Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.…
2022
members

3.0.12

Peter Wen
Peter Wen
CCH Axcess - Schedule K - Section 179 expense added…
2022
members

3.0.11

Peter Wen
Peter Wen
We moved the Group button to a better place at the bottom of the Trial Balance. If you have a large Trial Balance, it will be easier to access.…
2022
members

3.0.10

Peter Wen
Peter Wen
Internal tooling.…
2022
members

3.0.9

Peter Wen
Peter Wen
Performance and overall snappiness of the app. Proper redirect for if not logged in.…
2022
members

3.0.8

Peter Wen
Peter Wen
Excel line zero import fix. In app subscription with Chargebee. Prep for 2022 Tax Categories (preliminary). Form 1065 Retirement Plans tax categories for Lacerte. Form 1065, Schedule K tax categories…
2022
members

3.0.7

Peter Wen
Peter Wen
M-1 and Sort order bug fixes.…
2022
members

3.0.6

Peter Wen
Peter Wen
CCH Axcess Set API Keys. Set CCH API KeyWe're making it easier to get set up with CCH Axcess, by allowing you to manage your API Keys. Scrollbars! We're making…