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Tax Year 2024, CCH Enhancements, and New Drive Integrations

Period: 2025-09-08 - 2025-09-14
  1. CCH forms accuracy and safeguards: Restored Form 8889 for CCH with a safeguard to prevent double-counting amounts from 1099-SA, and cleaned up unused fields. Disabled Form 8283 for CCH to stop unsupported exports before they cause errors.
  2. Smarter 1099-to-schedule mapping: Improved linking and deduplication across 1099 forms to their applicable schedules, reducing duplicates and misclassifications. An explicit rule ensures 1099-K income routes correctly to Schedule C when applicable.
  3. 2024 tax year default: The application now targets Tax Year 2024 by default so diagnostics, mappings, and exports align with current-year returns. This keeps reviews and filings current without manual switching.
  4. Google Drive and SharePoint integrations: Connect Google Drive and SharePoint via OAuth to pull client source docs directly into your workspace. We also improved the Canopy account linking flow for a quicker setup.
  5. CCH Axcess backup support: You can now upload CCH Axcess backup (.dat) files, and we auto-detect file encoding for more reliable ingest. We also added a configuration to calculate the return before export, helping catch issues earlier.
  6. Review and diagnostics UI refresh: Introduced a new return review layout with an improved output page and an optional prior-year comparison view. Added a right-hand diagnostics panel with dismissible notices and fixed scrolling and document table quirks.
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