What's New
The platform keeps improving.
New features, improvements, and fixes — all driven by user feedback and feature requests.
September 2026
- v3.25.80
A refused K-1 sync no longer reads as current
A K-1 sync that Tallyfor deliberately refused - an empty business binder, accounts affecting net income filed outside Revenue and Expenses, an unsupported form type - wrote nothing, correctly, but left the link’s badge on a green Current. Every refusal now marks the link Blocked, and all four places the status appears agree.
- v3.25.80
The browser extension’s Help icon reaches the article
The Help icon in the Tallyfor Connect popup pointed at an address from the old help centre and had landed on nothing in every build shipped so far. It now opens the current ProConnect article.
- v3.25.79
A merge says which journal entries came loose
Re-merging a source replaces the accounts it contributed, and an account that disappeared upstream leaves journal entries pointing at nothing - balanced, so nothing else flagged them. A merge or a rewind now ends with a count of the affected entries and the accounts they name, split into Tallyfor's own entries and ones you wrote. It reports rather than repairs: clearing a line you wrote by hand is not ours to decide.
- v3.25.79
Every client in the consolidation picker, with its ID
A firm with two clients of the same name saw one entry in the member dropdown and no way to tell which. Every client now carries its ID beside the name, and a client that is not eligible for a Tax Consolidation is shown greyed with what it actually is, rather than filtered out - a correct rule had been looking like a missing client.
- v3.25.79
An empty binder keeps its importer
A brand-new binder could be declared to hold incomplete data and offered a Reset button in place of the import panel, leaving no way to import at all. Only a binder whose stored accounts fail to render is flagged now, and the warning sits above the importer instead of replacing it.
- v3.25.79
Every rewind keeps your attachments, or does not run
Three restore paths - consolidation's full rewind and both property restores - still wrote the pre-merge snapshot straight over the trial balance, taking with it every document link and note added since. Each now reads the live accounts first and carries them across, and stops rather than proceeding if it cannot.
- v3.25.79
Each merge owns its own backup
Consolidation and both property merges shared one snapshot slot, so on a binder using two of them the second merge overwrote the first's snapshot and a rewind restored the wrong trial balance. Each snapshot is now stamped with the feature that took it, and a rewind refuses another's and says whose it is.
- v3.25.79
In-app Help links reach the article
Six Help links still pointed at addresses from the old help centre and would have landed on nothing. They now name the live articles, and a check keeps them honest.
- v3.25.78
A ProConnect import says what it could not fill
A section that failed to open was skipped and the import still reported success, so a partial fill was indistinguishable from a clean one. The run now ends with the sections and fields that did not land, named.
- v3.25.78
Rental Real Estate reaches ProConnect on a 1065
ProConnect opens Rental Real Estate on Property Information; the amounts are on Income Statement. Nothing switched tabs, so all ten 8825 lines stayed empty. The instruction now travels in the tax file, so it works without updating the extension.
- v3.25.78
A Microsoft sign-in can accept an invitation
Invitation links asked for an email verification flag that only Google sets, so Microsoft, Xero and QuickBooks users were told to confirm an address with nothing to confirm. A sign-in through a trusted provider is now the verification an invitation needs.
- v3.25.78
Add Client no longer blanks the page
Clicking Add Client in the first seconds after signing in - before the firm had loaded - took the whole page down to a blank screen, with no button and no modal. The dialog waits for the firm instead.
- v3.25.78
Your clients are there when you sign in
A subscription opened in the moment between signing in and the connection carrying your new credentials was dropped for the rest of the session, so a firm with hundreds of clients could read "No clients yet". Those subscriptions are reissued once you are signed in.
- v3.25.78
An unmapped tax year uses the newest map
A tax year Tallyfor has not mapped yet is exported against the most recent map rather than a fixed older one, and anything that does not match is named in the import report instead of quietly going missing.
- v3.25.77
Rewind, and a confirmation before it runs
Undoing a consolidation was labelled as though it removed one entity. It actually returns the trial balance to its pre-merge state and re-pulls whatever is still merged, so grouping work done since the first merge does not come back with it. The control is now called Rewind, and a confirmation names what it will cost before anything is written.
- v3.25.77
Attachments survive a consolidation rebuild
A consolidation rebuild wrote its accounts bare, so documents filed against an account disappeared from the binder while the files themselves sat untouched in storage. Document links and notes now travel with their account through the rebuild.
- v3.25.77
Property merges keep their attachments too
The QuickBooks Online and Xero property-merge paths rewrote the whole trial balance on undo and took document links and notes with it. They now keep both, the same way consolidation does.
- v3.25.77
Messages are visible over an expanded panel
Every confirmation and error was painted underneath an inspector panel opened to fullscreen, so work done there looked like it had done nothing at all. Notifications now sit above the panel.
- v3.25.77
A class import that writes nothing says so
A QuickBooks Online class import could finish, report success and leave an empty trial balance, having asked QuickBooks about a guessed year. It now reads the year from the binder in front of you, and stops instead of offering to consolidate nothing.
- v3.25.77
Kickstart imports connect again
A queue change in v3.25.75 reached the side that writes but not the side that reads, so Xero, QuickBooks Online, Zoho and CCH kickstart returned from the consent screen with nothing imported. Both ends now agree.
- v3.25.77
A cold cache is not a missing year
A QuickBooks Online import could dead-end on the client screen when the binder's year had not been read yet. Tallyfor reads it rather than refusing.
- v3.25.77
Consolidated binders accept grouping edits
A consolidated binder's viewgraph root was created without an identifier, so every grouping edit on it failed without saying anything.
- v3.25.76
Finalize files the binder before it says so
Finalize reported completion while the assembled PDFs were left orphaned and the binder never appeared in Finalized Binders. The binder is filed first now, and a failure is reported rather than swallowed.
- v3.25.76
Apply a tax template to a binder you just opened
Applying a template from the firm library failed with "nothing was changed" when the binder had not been read yet. It reads the binder first and applies as expected.
- v3.25.76
QuickBooks Online returns you to your binder
Completing the Intuit authorize and company-selection flow lost the binder you started from, so multi-property class detection never ran and Get Classes asked you to select a client and trial balance that were plainly open.
- v3.25.76
QuickBooks Desktop account numbers keep their decimals
A QuickBooks Desktop trial balance lost the decimals in its account numbers on import, which collapsed distinct accounts onto one row. The number arrives as written.
- v3.25.76
A 2026 ProConnect export uses the 2026 map
A 2026 binder could quietly export against the 2025 field map. Each year now exports against its own.
- v3.25.76
A sample workbook in the Importer
The Importer links a known-good demo workbook, so you can see the shape Tallyfor expects before reformatting your own file.
- v3.25.75
Journal entry amounts stay edited
Edits to a journal entry amount reverted as they were made, and the automatic M-1 meals 50% adjustment was created with zero amounts. Both were the same defect, and both are fixed.
- v3.25.74
ProConnect's 8825 section is always per-property
The ProConnect export produced the Rental Real Estate section in two different shapes, and only one of them could be pasted into ProConnect. Multi-property binders now always export it per property.
- v3.25.73
Download a tax file for part of the return
The tax file was all-or-nothing for the binder, so a preparer who had corrected one thing had to send the whole file and let it land on top of everything already keyed into the return. Download Tax File now takes a scope - which account-type sections, and on a multi-property binder which properties. Re-import Revenue and Expenses and the balance sheet already in the return is left alone. A property exported on its own keeps its number, so property 3 arrives as property 3.
- v3.25.73
Filter the trial balance to one property
Four properties in one binder means one line per property per classed account, stacked below the main total and interleaved with each other - the wrong shape for checking a single property. The Trial Balance view now filters to any set of properties, or to the accounts carrying no property at all, in the same A, B, C, D order the Property Report and Form 8825 use. It is a view filter: the trial balance underneath is untouched, and the totals say what they are totalling.
- v3.25.73
Multi-property lines reach the tax file
Property Lines accounts arrived at every tax engine without their tax category and were dropped on the way out - a binder of nothing but property lines produced an empty file, and a mixed binder exported its main trial balance and lost the property rows without saying so. The category was always stored correctly; the export was reading the wrong copy of the account. Affected binders export properly on this release with nothing to re-enter.
- v3.25.72
A redesigned Apply Template modal
The file route and the firm's saved templates now sit in two clearly separated halves, and Close stays reachable however long the template list grows.
- v3.25.71
Undo a trial balance import
A re-import replaces the binder's accounts, so last year's file dropped on this year's binder took the classification work with it and there was no way back short of a support escalation. Any import that replaces the trial balance now leaves an Undo with a five-minute countdown, restoring the accounts and the journal exactly as they were. A binder's first import is offered no Undo, because there is nothing behind it to restore.
- v3.25.71
Undo Disconnect & Delete all accounts
The most destructive button in the trial balance warned that it could not be undone. It can now, for five minutes, with the same Undo you have already met on an import. The journal is deliberately left alone - the delete never touched it, and restoring an old copy would quietly discard entries edited since. Imports and deletes keep separate snapshots, so neither can take away the other's way back.
- v3.25.71
Drop a template file to apply it
Drag an .xlsx template onto the Apply Template modal and it applies. The Firm Tax Template Library keeps a drop zone in its header too - it used to offer one only while the library was empty, so importing a second template meant finding a button.
- v3.25.71
Attachments open in a panel you can leave open
Binder and client documents opened in a modal that dimmed and blocked the trial balance you were attaching to, and could not be left open while you worked. Both now open in a panel you can dock, move, resize and take fullscreen, and it remembers where you put it. Dropping a file anywhere on the panel uploads it. The account-row paperclip keeps its compact popover.
- v3.25.71
A whole folder row takes the drop
Filing a document into a Workpapers or Permanent File folder meant landing the drop on the folder's name - about 25 pixels for a folder called "Tax" - with nothing to say a drop was possible until you were already on it. The whole row is the target now, every folder that accepts files outlines itself the moment you start dragging, and the one under the cursor names itself. A folder that will not take the file never advertises that it will.
- v3.25.71
One drag-and-drop convention, in blue
A drop zone started blue and turned green when you dragged onto it, which read as a change of kind rather than a change of state. Every zone in the product - trial balance import, workpapers, client documents, tax templates, attachments - is now dashed blue at rest and stronger blue under the cursor. Red is left to mean the file was rejected.
- v3.25.71
Applying a template records what it did
An apply left no trace, so "the template didn't work" could not be told apart from a template never applied. Every apply now captures to Recent, whichever route it came from, and stamps the binder with the template, who applied it, when, and how many accounts it actually categorized. A count of zero is what makes a silent no-op visible - and an apply that writes nothing now reports the failure rather than success.
- v3.25.70
Invite links for new team members
An invited teammate had to work out unaided that they must sign in with the exact address the invitation went to, and the wrong account left them on a spinner that timed out with no explanation. Each invitation now carries its own link, bound to that address - copy it from the Team page and send it. The right account signs in and lands in your firm; the wrong one is named and refused.
- v3.25.70
Save a binder's mapping straight to the firm library
Reusing a mapping meant downloading the Tax Template Report to Excel and importing that file back in - the mapping never left the product. Save to Library now sits beside Download and writes it into the firm Tax Template Library, named from the client and binder, carrying the form, the year and a link back to the binder it came from. The report itself no longer needs a setting switched on.
- v3.25.70
Form 8825, rendered on the form
Your property figures laid out on the real IRS Form 8825, a column per property, in form order. It renders the Property Report's own subtotals rather than deriving its own, so the two views cannot disagree.
- v3.25.70
Applying a tax template restores groups, not just categories
Every template apply read tax groups off the template and then wrote only categories, so groups were dropped without a word - from an .xlsx, from the firm library and from a prior year alike. Groups now land with the categories, so firms that have applied templates for years will find the next one more complete than they are used to.
- v3.25.70
2026 Form 8825 follows the December 2025 form
The IRS renumbered Form 8825 in Rev. December 2025 and the 2026 export maps were still on the 2018 layout, so every line from 8 down was wrong - including two the new form marks reserved. Gross rents, interest, legal, taxes, repairs and other now export to the right lines. Tax year 2025 and earlier keep the 2018 layout, which is correct for those years.
- v3.25.70
K-1 interest and dividends get their own lines
A 1065 K-1 sync had nowhere to route partnership portfolio interest and dividends, so both were reported inside box 1. They now map to lines 5 and 6, and box 1 carries ordinary business income alone.
- v3.25.70
A K-1 sync that cannot run says so
Syncing a 1120 or 1041 binder wrote an empty K-1 card defaulted onto the wrong schedule. Tallyfor now asks whether a mapping exists for the binder's form type before it starts, and refuses with a message. An empty trial balance or a missing link is stated too, rather than a sync that appears to succeed and does nothing.
- v3.25.70
Sync Now uses the trial balance in front of you
Sync Now could read the current trial balance, compute its net income, and then discard it for a figure held in the link's last-sync snapshot - possibly months old - while still reporting success and marking the link current. It now uses what it just read.
- v3.25.70
The first journal entry in a binder saves
A binder that had never held a journal entry had nowhere to write one, so Add Entry produced no entry, no error and no toast - permanently, in that binder. The journal is now created on the first entry.
- v3.25.70
Removing a member leaves no empty row
Revoking a member blanked the record instead of removing it, so the Team page kept a row with no name in it and nothing recorded the removal. The removal is now stored - who was removed, by whom, and when - and the row is gone. A blank profile photo no longer renders as a broken image.
August 2026
- v3.25.69
Undo a per-property import
A per-property import replaces that property's accounts, so the wrong file dropped on the wrong property used to be unrecoverable. The import bar now carries an Undo with a five-minute countdown that restores the trial balance and the property list exactly as they were - including removing a property the import created.
- v3.25.69
Roll a multi-property binder forward
This year's per-property trial balances go in through the Multi-Property panel, and each file now matches the property that carried forward instead of minting a second one beside it. The whole-binder Import is greyed out on a rolled-forward multi-property binder, and a property the rollforward doesn't have is added only after you say so.
- v3.25.69
Workpapers open at the speed of the second look
Every click on a spreadsheet workpaper used to re-convert it to PDF - about six seconds, every time, including going back to one you had just read. The render is now kept, so only the first view waits.
- v3.25.69
K-1 box 1 no longer counts interest twice
Ordinary business income was derived from the whole Revenue section, and separately-stated interest income was found inside that same set - so interest landed in box 1 and box 5 both. Box 1 is now net of what is stated separately, and the preview card shows only a figure it actually computed.
- v3.25.69
The Property Report renders again
A binder whose accounts stored one of the two property-id forms drew a blank report even with properties plainly toggled on. The report now matches either form on both sides.
- v3.25.68
Build a multi-property binder from one file per property
Property-management systems export a separate trial balance per property rather than one stacked file, and there was no way to build a binder from those. Drop them on the Multi-Property panel - several at once - and Tallyfor reads each property's name from the file's own header, previews the plan before writing, and places each property at the next free Form 8825 column. Re-importing a property updates it in place.
- v3.25.68
Tax exports leave out zero-balance accounts
Only some exports dropped them, so a file could arrive carrying empty Accounts Receivable and Accounts Payable rows for the preparer to delete by hand. Every export now drops an account whose balance rounds to zero. Per-property Form 8825 metadata is untouched - zero personal-use days is a real number.
- v3.25.68
Tallybot's M-1 work survives a re-import
A plain smart import used to leave the M-1 reallocation behind. It now re-runs, so a fresh trial balance doesn't quietly cost you the book-to-tax work already done on the binder.
- v3.25.66
Properties come only from you
A manual trial balance import could invent properties out of account-name suffixes and code fragments, turning "Repairs & Maintenance - Parts/Supplies" into a Parts/Supplies property. That guesswork is gone. Properties come from the Property Manager, an explicit property column, or your Xero and QuickBooks tracking categories.
- v3.25.66
Deleting a property releases its accounts
Removing a property - or shrinking a binder's property count - now unlinks every account mapped to it, so accounts no longer point at a property that doesn't resolve. Balances and tax categories are untouched.
- v3.25.66
A blank-looking row no longer blocks an import
A row holding nothing but an account type isn't an account, so it's dropped instead of failing the file. And when an account name really is missing, the error names the row - its type, its amount, and the account above it - rather than an empty list.
- v3.25.65
Finalize includes every document you selected
Binder assembly used to decide what to include from a document's name, so an attachment renamed the way workpapers are named was dropped without a word. Tallyfor now reads the file itself, images are placed as a page, and anything that can't be included is named on screen instead of leaving quietly.
- v3.25.65
Photos and scans open in the viewer
JPG, PNG, WEBP and HEIC attachments now render in the Document Viewer with the full annotation toolbar, instead of a blank panel - and a small receipt stays its own size. Files we can neither display nor assemble - .zip, .ppt, .pptx - are refused at upload rather than accepted and dropped later.
- v3.25.63
Account types checked on API imports
An account typed "Liability" instead of "Liabilities" used to import on a 200 and then vanish from the balance sheet. API and MCP imports now translate the QuickBooks and Xero vocabulary, and refuse a type they can't place with an error naming the account.
- v3.25.61
Financial consolidation for mixed entity types
Consolidation groups now have a type. Financial combines entities of any return type at 100% into the parent's binder, with intercompany eliminations and no 1120-only restriction.
- v3.25.61
See what a saved tax template maps
Expand a template in your firm's library to read every account and the tax category it lands on, plus who added it and who changed it last.
- v3.25.61
Consolidation lists every client you can see
The member picker drew on a narrower client list than the Clients page, so an entity you could plainly see wasn't always selectable. It now uses the same list.
- v3.25.60
Tax Template Library
Save a tax mapping to your firm's library once, then pick and apply it to any binder in-app, replacing the download-and-re-upload round trip.
- v3.25.60
Roll forward from a prior binder
Apply a client's prior binder mapping to the current binder in place. The picker lists that client's other binders on the same form, newest first.
- v3.25.60
Tax templates are not an AI feature
The Tax Automation settings page and the binder Template button are available to every firm. Only the AI Auto-Tax tier requires the AI add-on.
- v3.25.59
Sign-in tells you which provider to use
Clicking the wrong sign-in button used to produce a dead end that named no provider and pointed at a setting you can't reach while logged out. The message now names the provider your email actually signs in with.
- v3.25.59
Finalize completes on binders with Excel workpapers
Binder assembly could stop with an "unreadable or corrupted" warning about a spreadsheet Tallyfor generated itself. The fault was in the file-conversion step rather than the document, and finalize now runs through.
- v3.25.58
Collapse a trial balance section
Each account-type header — Assets, Liabilities, Equity, Revenue, Expenses — now has a chevron that folds the section away, so you can get to Expenses without scrolling past everything above it. Reports and exports are unaffected.
- v3.25.56
Finalize names the document that's blocking it
A password-protected or unreadable PDF used to leave binder assembly on a spinner indefinitely. Locked PDFs are now refused at upload, and finalize names the offending file so you know exactly which one to replace.
- v3.25.56
Kickstart imports show their progress
Setting up a client from QuickBooks Online or Xero can take a few seconds on a large org. A spinner now stays up until the binder appears, instead of a frozen clients list that read like a hang.
- v3.25.56
Accurate Xero connection status
Multi-Property binders could report a Xero token as missing next to a working connection, and offer to disconnect it. The panel now reads the stored token correctly.
- v3.25.54
Binder attachments open in the side panel
Excel and PDF files attached at the binder level now open in the right-side panel — click the document name. Excel opens editable in the live spreadsheet, PDFs read-only.
- v3.25.50
QuickBooks and Xero onboarding
The connect-your-books modal no longer gets stuck when setting up a new client from QuickBooks Online or Xero.
- v3.25.49
Sub-account codes read from account names
Trial balances that put a roll-up code in the account-number column and the real code inside the account name — AppFolio exports, flattened QuickBooks files — now import with the deepest child code recovered automatically.
- v3.25.48
Sectioned trial balances
Import a QuickBooks-style trial balance where the account type appears once as a section heading instead of on every row. Tallyfor finds the sections and applies them to the accounts underneath.
- v3.25.48
Account types recognised however you write them
ASSET, Current Assets, Bank, Credit Card, Income, Cost of Goods Sold — case, punctuation, plurals and qualifiers no longer matter. Accounts land in the right section instead of Unknown.
- v3.25.48
Single-column trial balances
Files with one Balance column import correctly, parenthesised negatives included, split by account type. The same column can no longer be mapped to both Debit and Credit.
- v3.25.48
Import errors you can actually see
Failures now appear inside the import window, disabled buttons say what's missing, and switching client discards the previous file so one client's trial balance can't show up under another.
- v3.25.47
Clearer QuickBooks Online import dates
QBO reports income and expenses from the fiscal year start regardless of the start date you pick. The import card now explains this where you choose the dates, and End date is labelled "as of".
July 2026
- v3.25.44
Self-service SSO setup
Set up SAML single sign-on yourself — import your identity provider's metadata to fill the connection, verify your domains by DNS, and test before you save. Enforcement stays locked until a real sign-in succeeds, so a bad config can't lock your firm out.
- v3.25.41
Display Settings for binder views
Every per-binder view control — CAS period and cadence, end-of-period date, Tax/Financial view, zero-balance accounts — now lives in one Display Settings popup, available from the moment a binder is created.
- v3.25.41
A more consistent interface
A consistency pass across modals, buttons, switches, and segmented pickers, so the same control looks and behaves the same wherever you meet it.
- v3.25.40
Permissions reliability
Teammates in a client-access group no longer land on an empty client list, and client-group settings repair themselves on your first visit to Permissions.
- v3.25.38
Permissions, redesigned
A rebuilt Permissions area on the Team tab — a searchable, multi-select assignment picker, group cards that show who sees what, and user groups that now limit each teammate to their assigned clients.
- v3.25.36
Perch integration
Connect a Perch account and pull a client's trial balance straight into Tallyfor — no manual export.
- v3.25.30
Period Delta comparison (CAS)
Compare a CAS binder against any other period — even non-contiguous ones — and see the change account by account.
June 2026
- v3.25.26
Multi-property real estate (8825)
Capture each property's address and state on Form 8825 binders, and export importable per-property metadata.
- v3.25.26
Engagement Essentials, one-file import
A single CCH Engagement Essentials file now populates the trial balance and applies your tax template in one step.
- v3.25.22
2026 tax year support
Exports for the 2026 tax year across every supported tax software.
- v3.25.23
Binder audit trail
See who changed what in a binder, and when.
- v3.25.21
Workpaper annotations
Drag annotations to move them, and downloaded workpapers keep your annotations.
- v3.25.27
Bulk property assignment
Select multiple trial balance rows and assign a property to all of them at once.
May 2026
- v3.25.10
Enterprise SSO and SCIM
Single sign-on and automated user provisioning for firms on enterprise identity providers.
- v3.25.11
Tax Planning binders
A dedicated binder type for individual tax planning, powered by the TaxCalc engine.
- v3.25.15
Comments and live Google Sheets
A comments panel on binders, plus live Google Sheets editing for linked workpapers.
- v3.25.14
Cash-to-accrual on the M-1
Accrual-to-cash tags on tax journal entries, with an informational cash-to-accrual section on the M-1 report.
- v3.25.15
Unbalanced-entry warnings
Balance Sheet, Income Statement, Trial Balance, and M-1 reports flag unbalanced journal entries.
- v3.25.12
Journal entry editor
The editor zeroes the opposite side for you and shows a running balance as you type.
- v3.25.17
Document parsing coverage
Uploaded documents are recognized and parsed across more form types.
April 2026
- v3.25.4
Ownership linking and K-1 sync
Link a business binder to an individual plan and K-1 amounts flow in with ownership percentages applied.
- v3.24.12
Client Organizer, bulk
Send organizers in bulk, remind clients, search responses, and produce DOCX output.
- v3.25.6
Per-workpaper rollforward
Choose how each workpaper rolls forward into the next year.
- v3.25.6
Inline account numbers
Edit Tallyfor account numbers directly in the trial balance.
- v3.24.7
Multi-property workflows
Auto-create properties from a template column, with ProConnect Form 8825 export support.
March 2026
- v3.23.6
Smart Importer
Imports that learn your account patterns, with a settings UI to review what's been learned.
- v3.23.8
Consolidated Trial Balance
Consolidation groups with elimination journal entries.
- v3.24.0
Webhook API v2
Subscribe to binder and client events from your own systems.
- v3.24.0
Child tax credit in TaxCalc
Form 8812 — child tax credit, credit for other dependents, and phase-outs — joins the 1040 engine.
- v3.24.0
Client list year filter
Filter the client list by tax year.
February 2026
- v3.22.0
Cash flow statement
Financial reporting maps now produce the cash flow statement alongside the income statement and balance sheet.
- v3.23.5
Ten-key calculator
A built-in calculator with a true adding-machine mode.
- v3.20.0
All-years comparison in TaxCalc
Compare estimates across tax years in one columnar view, with state tax payment links on every estimate.
- v3.23.3
Karbon workflows
Deeper Karbon integration with support for integrated workflows.
January 2026
- v3.18.0
Property reports
Property Columnar Report for multi-property engagements, included in Download All Reports and workpaper finalization, with improved Lacerte multi-property exports.
- v3.18.3
Two-column imports
Standard two-column trial balance spreadsheets import directly.
Curated from the Tallyfor release history. Last updated 2026-09-17.
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