Peter Wen

Peter Wen

104 posts
2022
members

3.0.5

Peter Wen
Peter Wen
Tax-planning. User invite text changes. Xero data pull minor fix.…
2022
members

3.0.4

Peter Wen
Peter Wen
Templating line numbers fixed. Schedule K fixes.…
2022
members

3.0.3

Peter Wen
Peter Wen
You can now import a Trial Balance without Account Types. Fix on Journal Entry decimals.…
2022
members

3.0.2

Peter Wen
Peter Wen
New! Xero sign up and sign in. If you are a Xero user, you can create a new Tallyfor account with your Xero log in! See our Xero app page.…
2022
members

3.0.1

Peter Wen
Peter Wen
M-1 report fixes.…
2022
members

3.0.0

Peter Wen
Peter Wen
We've made some improvements we think you will love! Hold Shift+click to select a range of account lines.We're making it easier to select multiple account lines to code.…
2022
members

2.6.11-hotfix

Peter Wen
Peter Wen
Smaller fixes, including some for Lacerte import.…
2022
members

2.6.11

Peter Wen
Peter Wen
UltraTax 1065 Rent field corrected. Template improvements.…
2022
members

2.6.10

Peter Wen
Peter Wen
Some extra conveniences on the tax categories. For 2021, we've included "Do Not Map" categories for each Account Type, (eg. Income, Expenses, Assets, Liabilities, and Equity). This way if you…
2022
members

2.6.9-hotfix

Peter Wen
Peter Wen
Ooops fix (rollback) of Excel No Account Type 🐞.…
2022
members

2.6.9

Peter Wen
Peter Wen
Improvements.Some important Reporting and import features in this release. Trial Balance Comparison.On the Trial Balance Report, you can now select a prior year, or different version Trial Balance…
2022
members

2.6.8

Peter Wen
Peter Wen
Improvements.Improvements to inviting a user. A user now receives an email when they are invited. QuickBooks Report Imports Import QuickBooks Online and QuickBooks Desktop Reports. Tallyfor automatically recognizes the…
2022
members

2.6.7-hotfix

Peter Wen
Peter Wen
Bug fixes on Excel importer. Other backend tooling.…
2022
members

2.6.7

Peter Wen
Peter Wen
Improvements.We made the billing page easier to access. You can review the ATB's you have accessed and your online purchase history. (Enterprise subscription plans not currently displayed here.)…
2022
members

2.6.6-hotfix

Peter Wen
Peter Wen
New!We redesigned our homepage! Tax Planning and Visualization coming soon! Lots more good stuff here. Login is now accessible from the homepage. Tallyfor Balance is now located at app.…
2022
members

2.6.6

Peter Wen
Peter Wen
Some important improvements as we release more during the tax off-season. New!Import QuickBooks Online (QBO) reports. This means you don’t need to have direct access your clients QuickBooks…
2022
members

2.6.5

Peter Wen
Peter Wen
Schedule C Import from QuickBooks Self Employed Date fix. Other Tooling.…
2022
members

2.6.4

Peter Wen
Peter Wen
Lacerte Schedule E multiple fix,…
2022
members

2.6.3-hotfix

Peter Wen
Peter Wen
CCH Axcess G/L Direct Accumulated Depreciation and Contra Accounts sign fix for import.…
2022
members

2.6.2

Peter Wen
Peter Wen
1065 Lacerte Attached Statements, Contra Accounts. SchC Lacerte Prefix fixed.…