- Support for nonresident forms: Added full support for Form 1040-NR, NR2, and NR3, including checkbox and field fixes. This enables accurate preparation and e-filing workflows for nonresident individual returns.
- ProConnect and Drake updates: Updated ProConnect mappings for Forms 2210, 8829, and 1099-B to improve import/export accuracy. Enhanced Drake workflows with SSA-1099 reporting improvements and a corrected screen schema to reduce mapping errors.
- CCH diagnostics on every export: Diagnostics now runs automatically after every CCH export, including re-exports from Import PDF. This ensures post-edit checks catch data discrepancies even when returns are manually updated in CCH.
- K-1 extraction reliability for CCH: Re-enabled K‑1 extraction for partnerships (1065), S‑corps (1120‑S), and estates/trusts (1041) using a more robust builder workflow. Added JSON‑Patch mode with automatic sanitization to eliminate 400 errors from large schemas and reduce parsing failures.
- Lacerte integration improvements: Added Lacerte to the provider list with a new connection workflow and mapping logic. You can now send demo data to Lacerte to validate your setup before going live.
- AI tax review and analytics: Introduced an AI‑powered tax review system that detects issues across returns and surfaces them in a review analytics dashboard. This speeds up QA, reduces rework, and helps prevent missed items before delivery.
2025-11-30
Smarter forms, sturdier imports, and AI-powered reviews
Period: 2025-11-24 - 2025-11-30