🗃️ Categories for Imported Forms
Imported forms are sorted into categories. This new structure makes it easier to locate and organize your client's data, saving you time and effort!
General Information
Includes your client's IDs and general detailsIncome
Includes income-related forms such as W-2s, 1099-NEC, Schedule C, 1099-G, 1099-R, 1099-B, and 1099-INTExpenses
Includes credit and deductions information and forms, including 1095-A, 1098-T, 1098-E, and 1098
🗂️ Enhanced Filtering by Form Type
You can now filter the client data by form type. This filtering ensures you can focus on specific forms without unnecessary distractions. For example: applying a filter for W-2s will display only W-2 forms in the list.
💰 Credits and Deductions in the Extension
You can now access Credits and Deductions from the tax organizer directly in the extension, ensuring no details are overlooked while completing returns. This includes:
Medical Expenses
Charitable Contributions
We hope these updates make your experience even better! Thank you for using our Chrome extension as your go-to tool for managing forms efficiently. As always, your feedback is invaluable. If you have suggestions or questions, feel free to reach out!