2022

Releases in 2022.
13 posts
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

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.…
2022
members

2.6.1 (Feb 13, 2022)

Peter Wen
Peter Wen
Drake 1120 Mappings corrected CCH Meals G/L Direct and API mappings.…
2022
members

2.6.0 (Feb 10, 2022)

Peter Wen
Peter Wen
CCH Axcess OAuth login UltraTax…
2022
members

2.5.2-hotfix (Jan 28, 2022)

Peter Wen
Peter Wen
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)

Peter Wen
Peter Wen
Lacerte export file to conform to account number limitations.…