This release improves API-based tax return processing for submissions using custom tax year parameters, expands reliable access to key financial reports, enhances Schedule A extraction across varied Form 1040 PDF formats, improves Form 1065 tax year recognition for more accurate ingestion and mapping, and adds a more responsive Validation and Correction Workflow for faster document processing.
Enhancement
Validation and Correction Workflow
Improved the workflow’s responsiveness by replacing full-page reloads with targeted data updates for faster document processing.
Bug Fix
API Tax Return Processing:
Resolved an issue where tax returns submitted via the API with custom tax year parameters encountered errors during backend extraction when processing entity schedules, ensuring consistent end-to-end ingestion across all submission workflows.
Financial Report Loading
Fixed an issue where specific financial reports—including Balance Sheet, Profit & Loss, Entity Cash Flow, and Ratios Worksheets—failed to load due to orphaned or soft-deleted document references, ensuring reports load reliably across all entities.
Schedule A Extraction
Improved layout and template detection on Form 1040 returns to consistently identify and extract Schedule A (Itemized Deductions) across various PDF generators and drivers without requiring manual data entry.
Form 1065 Tax Year Recognition
Corrected tax year detection for Form 1065 partnership returns so 2025 forms are accurately classified instead of assigning an unsupported future year, preventing downstream ingestion and mapping discrepancies.
Overall Impact
This release improves the reliability of tax return ingestion, extraction, financial report access, and document validation workflows. Clients can expect fewer processing interruptions, more consistent report availability, more accurate tax year and schedule handling, and faster document processing through more responsive validation and correction updates.
