May 25th, 2024
Bug Fixes:
Client Gallery rendering on screen
Fixed the full screen visibility.
New QBO import
QBO updated file structure and improved the Tallyfor import.
April 12th, 2024
New: Multi-file drag-and-drop upload for Client Gallery. Look at that "s"!
Improved: Messaging on estimated payment cards
April 12th, 2024
New
Improved
New: Pay periods remaining on wage card
New: Number of items on a card section
Improved: Payment Analysis
Click on a quarter, see the associated payments highlighted.
Extension payment added as a fifth payment. Fly through those extensions.
Combines the amount Remaining Due to reach Safe Harbor, the estimated underpayment Penalties, and the additional amount of tax beyond Safe Harbor to reach full payment of the estimated tax liability.
If Safe Harbor is met and the amount is greater than the amount to reach Break-even on the tax return, no extension payment will show.
Improved: 401k contributions limited to IRS limits:
caps the reduction from federal taxable income in the tax calculation
input a taxpayer or spouse date of birth - calculates catchup contribution
aggregates total contributions per taxpayer and spouse
data input will not warn user if they are over a limit.