Skip to main contentQBI arrives, CCH cleanups, and smoother handoffs
Period: 2025-08-04 - 2025-08-10
- Form 8995 (QBI) now supported: Added Form 8995 (Qualified Business Income deduction) with 2024 thresholds and eligibility rules. It automatically links to Schedule C/E/F and 1099‑DIV inputs, including REIT and PTP income, and is available in CCH.
- CCH Schedule E and deductions accuracy fixes: Removed Form 1098 from Schedule E and streamlined Misc Deductions grids to align with CCH workflows. Added guidance to prevent real estate taxes from being counted under other taxes and fixed a hierarchy issue for correct totals.
- Form validations improved (incl. 8962): Introduced typed validation with new Pydantic models and fixes for Form 8962 and related form entries. Expect fewer validation errors and smoother data entry.
- Smoother handoff to your tax software + exports: Decoupled the Send to Tax Software job to improve reliability and prevent double triggers. Added an Export Output Documents button and fixed copies handling so you can quickly package and resend clean outputs.
- IRS data ingestion: Added IRS ingestion so you can import IRS‑sourced data directly into your workflow.
- On‑screen editing with accountability: You can now edit data directly on screens for faster reviews. Each change records who updated it for better collaboration.
Thank you for your continued feedback and support.