version 17.0
RELEASE HIGHLIGHTS
REPORTS
2021 tax year now available.
CHARTS AND TAX ACCOUNTING
Updated to include TRC 40-122- COGS: Materials and Supplies.
FORM 5471 SCHEDULE J
Tax Return > Corporate > Form 5471 Schedule J updated to include General and Passive Category Income lines for Pages 1-3 for tax years 2020 forward.
ENTITY PROPERTIES
Workarea > All Years and Current Years > Entity Properties updated to include Name line 2 information
OPEN ISSUES
MANUAL DATA REFRESH
There is an intermittent issue where data is not refreshing with the manual Data Refresh option. This will be corrected in a future release.
Workaround:
- Check reports the next business day after the nightly refresh has been completed.
- Contact support to request a data refresh for missing data.
AD HOC MODE
Ad hoc mode Table Editor and Crosstab Editor – Delete All option is not available at this time. Filtering by Variable > Variable Name must be manually entered into the field to enable Modify and OK options to apply changes.
WIZARD
Wizard icon on the top left corner will be disabled in a future release.
FOLDER PERMISSIONS
The Shared Reports folder permission to ‘Grant to owner only’ is working inconsistently. In order to hide reports, save them in My Reports.