This release improves extraction accuracy for business tax schedules, strengthens data integrity when managing returns, and enhances Debt Schedule responsiveness. Key updates include more precise field capture for Schedule M-2 and M-3, cleanup of linked schedules, and more reliable tax return processing.
Enhancement
Debt Schedule Performance
Removed unnecessary page refreshes during data entry and ensured accurate Affiliate Debt totals in Cashflow reports.
Bug Fix
Schedule M-2 Extraction
Improved data capture and mapping accuracy across Forms 1065, 1120, and 1120-S (tax years 2023–2025).
Schedule M-3 Extraction
Increased extraction precision across all parts of Schedule M-3 for Forms 1065, 1120, and 1120-S (tax years 2023–2025), minimizing manual adjustments.
Schedule M-3 Deletion Sync
Deleting a parent tax return now automatically removes associated Schedule M-3 records to prevent orphaned data.
Tax Return Processing
Fixed an issue causing certain business tax returns to stall during processing.
Overall Impact
These updates accelerate document spreading workflows, reduce manual data correction, and ensure greater accuracy across tax schedules and downstream reports.
