2022
members
2.6.1 (Feb 13, 2022)
Drake 1120 Mappings corrected CCH Meals G/L Direct and API mappings.…
2022
members
2.5.4-hotfix (Feb 2, 2022)
Minor wording and marketing fixes Schedule C download fixed…
2022
members
2.5.3-hotfix (Jan 30, 2022)
Alphabetical sort of account name. Account Names now sort alphabetically when they are imported. This includes sorting after a Tax Categorization has been made, and includes group names as well.…
2022
members
2.5.2-hotfix (Jan 28, 2022)
Schedule C Other interest and Mortgage interest have been renamed to be clearer. You can Search "Interest" or "Mortgage" or "Other" Do Not Map categories have been added for all…
2022
members
2.5.1-hotfix (Jan 10, 2022)
Lacerte export file to conform to account number limitations.…
2021
members
2.5.0 (Dec 31, 2021)
It's our last release of 2021 and we've got a lot to catch you up on! Most importantly, Tallyfor is ready for 2021! 2021Tax categories are ready for 2021 across…
2021
members
2.1.0-hotfix through 2.4.0 summary (Aug 21, 2021 through Dec 11, 2021)
2.4.0 (Dec 11, 2021) Better import error messaging. 2.3.1 (Nov 11, 2021) Backend tooling. 2.3.0 (Oct 17, 2021) Auto categorization. (fuzzy logic) 2.2.…
2021
members
2.0.0 (Aug 2, 2021)
Lot's of major improvements this release. Get started for free! Sign up for your own account with Google or Microsoft. Get started for free! Sign up for your own account…
members
Getting the right QuickBooks Desktop Reports.
You can import QuickBooks Desktop Excel Trial Balances into Tallyfor. Tallyfor works with QuickBooks Pro, Premier and Enterprise. First, in QuickBooks Desktop please turn on account numbers, if you have…
members
Come over to Tallyfor! (from CCH Axcess Financial Prep)
Move from CCH Axcess' Financial Prep at the click of a button. Tallyfor can now convert all of your groups, subgroups and tax categories from FP's Tax Trial Balance Report.…
2020
members
Drake Integration
How to import Tallyfor data into Drake. Tallyfor leverages Drake’s existing import functionalities to make it easy to get data into Drake. Every field that Drake allows to import…
2020
members
1.3.0 (Dec 16, 2020)
Get Ready for Tax Season!Tallyfor is ready for processing 2020 financial data. Tax maps for 2020 have been updatedWe now allow the creation of a 2020 Trial Balance. Simply…
2020
members
1.2.1 (Nov 27, 2020)
Tax WorkpapersWe’re listening to our customers and starting to release key functions to get your Tax Workpapers & Workflows in order. We’re starting with: Workpaper references,Tick and…
2020
members
1.2.0 (Nov 21, 2020)
Drake Integration!Organize your data in Tallyfor and import it into Drake. Today we released an integration with the popular tax software Drake! No more data entry! Import your business…
2020
members
1.1.6 (Oct 29, 2020)
Added Reporting On-screen JE Report, with downloadable Excel. Also, JE's now automatically show the "last author", which logs to the audit trail the last user to modify the…
2020
members
1.1.5 (Oct 14, 2020)
Tallybot is here to work for you.Tallybot is activated. When you tag an account to the Tax Category, "Meals subject to 50 percent limit", Tallybot will automatically make a…
2020
members
1.1.4 (Oct 12, 2020)
Added Tax categories auto-sum - As you code your Tax Categories, Tallyfor will automatically create a Tax Category group and show you the running total. Tax Categories automatically sort in…
2020
members
1.1.3 (Oct 03, 2020)
Added: More ways to get your data in and out of Tallyfor. Prepare and streamline your accounting data into Intuit or CCH Tax Products. Manually add New Client. (#315) Export…