2020

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…

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…

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…

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…

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…

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…

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…

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…

Added: Activated 2019 Tax Categories. Fixed: JE Total sometimes will show unbalanced (red warning) although it does balance. (#333) "Meals and Entertainment" renamed to "Meals" for…

New QBD Import Microsoft 365 login CCH Axcess Client Refresh UI improvements Unselect all button. Quickly unselect all after Backend More robust Attached Statement writer More flexible way for handling…