2025-07-28 Release (Leadsheets, Tax Return PDF Extraction)
Release note for July 28, 2025
SPbinder: Leadsheet loading selective data
When opening the
LEADS
tab, SPbinder now detects if your binder contains large volumes of reference information (e.g., multiple Schedule K-1s, W-2s, etc.) that could slow down Leadsheet loading. If such a scenario is detected, you will see a new modal dialog box (see screenshot below) that gives you the option to:- Include: Load all reference data into the Leadsheet (may result in longer loading times).
- Exclude: Temporarily omit specific, large data sets (such as certain Schedule K-1s, W-2, etc.) from the Leadsheet for this session, resulting in significantly faster loading.
- Close: Cancel the Leadsheet population and return to your binder.
Key Benefits
- Improved Performance:Leadsheets load much faster when large data sets are excluded.
- User Control:You decide what information is important for your current workflow. For example, if you are reviewing wage data and do not need Schedule K-1 details, you can exclude them and speed up your review.
- Session-Based Flexibility:Exclusions are temporary and apply only to your current session. To revisit your inclusion/exclusion choices, simply close and relaunch SPbinder. The modal will appear again, allowing you to adjust your selections.
Tax Return PDF Extraction
Tax Return PDF Extraction allows you to extract the proforma data from a tax return and populate it into the tax software. With today's release, you can now upload a tax return for the 2024 tax year!
Related Content
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1040SCAN release notes
Format:
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