- ProConnect 2025 1040 schemas: Updated ProConnect 1040 schemas for 2025 to ensure accurate field mapping and smooth 1040 workflows. Decimal precision improvements reduce rounding errors on financial amounts.
- UltraTax automation reliability: Refined UltraTax automation screens and added field focus annotations so automated entry targets the right fields faster. Disabled/irrelevant screens are filtered out to minimize entry errors.
- Tax prep pre‑flight rules and auto‑send: Added workspace tax prep rules that block sending to data entry when required documents or workpaper items are missing, with an easy pause/resume control. Automatic send-to-data-entry is enabled by default to keep returns moving without manual babysitting.
- Unified send to tax software + smart connection: The “Send to tax software” action now uses a single workflow across CCH Axcess, Drake, ProConnect, and UltraTax for consistent behavior. We also auto-detect and use your active tax software connection from Integrations, eliminating extra clicks and misroutes.
- TaxDome and Canopy integrations: Expanded TaxDome with work/file listing, downloads, event handling, and an in-app configure page for easier setup; sign-in stability is improved. Fixed Canopy uploads not processing so new files land in your workspace reliably.
- Tax Review accuracy and rechecks: Tax Review now validates issues against the actual PDF/image of your documents to reduce false positives from text parsing. Added 2025 year‑specific checklists and a re‑evaluation workflow so corrected uploads trigger precise rechecks without losing your audit trail.
2026-01-18
Smarter data entry, sharper reviews, and stronger integrations
Period: 2026-01-12 - 2026-01-18