New Functionalities: March 2026

Thank you for your valuable suggestions! We made sure to listen carefully, and we’re excited to share the improvements we’ve implemented based on your feedback, meetings, and requests.

Discover how these updates are designed to provide you with a better experience.

INDIVIDUALS

• "Carryovers"

  This feature will automatically carry forward losses from Schedules D, J, K, L, M, and N when converting Form 482 from one year to the next.

  • Schedule D: Transfers the loss from line 34, Part 5 to Column B, Part 6 in next year's return.
  • Schedule J: Transfers losses from Part 8 to the same part in next year’s return.
  • Schedule K: Transfers losses from Part 7 to the same part in next year’s return.
  • Schedule L: Transfers losses from Part 8 to the same part in next year’s return.
  • Schedule M: Transfers losses from Part 6 to the same part in next year’s return.
  • Schedule N: Transfers losses from Part 6 to the same part in next year’s return.
  • Schedule B: Transfers the amount from page 1, line 1A (current year) to page 2, line 2 (next year).

• Totals Summary (Form 482)

  A new feature lets you view a summary of amounts from the generated informative forms.
  *Currently pending for: 480.6EC, 480.6CPT, 480.6F, 480.6G, 1099 MISC, 1099R, 1099 NEC, 1098T.

• Schedule A2 – New Question

  A new question was added to determine if the taxpayer wishes to apply Preferential Rates.

  Important: You must select the option “Both”.

• Transfer 480.6EC to Schedule R1

  The process of transferring this informative form has been optimized. It now functions like other informatives transferred to Schedules J, K, L, and M.

• Schedule T – Automatic Calculation (Form 482)

  Line 8, Part 2 of Schedule T will now be calculated automatically based on the selected tax year type.

• Preparer Information

  The preparer’s information will automatically transfer from one year’s return to the next.

  To learn how to set this up, visit: Global Preparer Configuration – Expert Tax

• Form SC 2909

  The print order was updated so this form appears at the top and prints with the main pages.

• Form 8879 (1040SS & 1040US Returns)

  This form was added to the list of schedules on the left-hand menu.
  Important: Complete this section before starting the e-file process.

CORPORATIONS

• "Carryovers" – Form 480.2

  This feature will automatically carry forward losses in different schedules when converting Form 480.2 from one year to the next.

  • Schedule D: Transfers losses from Part 6 of Schedule M to the same part in next year’s return.
  • Schedules E & E1: Transfers depreciation expenses from Column 6 (current year) to Column 4 (next year).
  • Schedule G:
    • Part I lines 1–12 (current year) to Part I lines 1–9 (next year)
    • Part I line 14 to Part I line 11 (next year)
    • Part II lines 1–12 (current year) to Part II lines 1–9 (next year)
    • Part II line 14 to Part I line 11 (next year)
  • Schedule T: Transfers the tax responsibility to line 5 of next year’s return.

• Trial Balance – Form 480.2EC

  The trial balance for Form 480.2EC was updated and the distribution creation process was optimized. A new section was added to the Excel export.

Payroll and Withholding

• Go to Forms Button

  A new option was added to go directly to the list of forms after filing federal returns.