www.tallyfor.com/blog

We'll still let you know about Product Releases here @ releases.tallyfor.com.

You can now temporarily hide certain column on the Trial Balance report.  If you wish to export excel without certain column, use this feature.

Soon, we'll let you save the report settings as well.

.24 Has invite email bug fixes.

For those of you reading closely, you know first.  You can sign up and request early access.

Tallyfor TaxCalc

The engine for your Tax Advisory practice. Bring your data to life and provide clients with a plan for minimizing taxes.

Reclass is now explicitly a BOOK adjustment

Any Reclass JE’s will not show on the M-1 Report

Any Tax JE’s that are not coded explicitly to a M-1 account will be included in the M-1 Report, Total Tax Adjustment Line

If you are missing any of these things, we will show you an error message:

1) You need header rows.

2) You need an "as of" date in cell A3.

3) The excel tab name needs to be named "Sheet1" or "Trial Balance".

4) You cannot have duplicate account codes.

5) You must have account names for all accounts.

These are the things we improved.

1) You can have formulas in the cells.

2) You don't need a total row. (You can have a total row, we'll figure it out if you do or don't and import it accordingly.) While not required, we recommend that you do have a total row to confirm that your debits and credits balance.

3) Account codes can have a decimal.

4) You don't need to have an account type. (All or some accounts can have these blank. Tallyfor will simply import them as "no account type".)