2008 Version History

• Ability to create due-date reports directly to Excel
• Unlimited number of fields can now be printed to reports
• User can now unwind a completed job and restore to the open jobs
• Added a new security level that allows some updating rights but not deletion, extensions or completed
• Over 50 New pre-defined state tax returns added
• Added pre-defined tasks for non-standard estimated tax dates in FL, HI, IN, IA, KY, NM, NY, OH and RI
• Ability to sort by client groups
• Custom date-range made more intuitive
• Date-range defaults to current year when looking at completed jobs for reference
• Enhanced importing features to make more intuitive
• Completion date now remains the same for multiple selections unless over-ridden
• Date received now remains the same for multiple selections unless over-ridden
• Target date now remains the same for multiple selections unless over-ridden
• Various cosmetic and help items added

2007 Version History

• Vista installations have no issues
• Ability to display only "Reminder or To-Do" type jobs.
• Enhanced program to accommodate dual-screen usage more efficiently
• Job filters moved to drop-down choices on main window for immediate changes to display options.
• Defaults button moved to main window for greater efficiency.
• Added the ability to locate a particular job by simply pressing the first letter of client name.
• Added ability to select a range of jobs and then process the group for completion dates, extensions etc....
• Added Client Number, Federal Tax ID Number and Entity Type fields to main window (optionally hidden)
• Enhanced and streamlined import features
• Allows the customization of the width of the columns and the change saved for each user.
• Made it easier to erase the "work-flow" choice for a particular job
• Allow reordering of work-flow drop down choices
• Option to show only delinquent jobs (additionally you can choose to not showing delinquent jobs).
• Sorting by "Due Date" will now sort by the greater of "Due Date" or "Extension Date"
• Enhanced monthly job choices
• Added some additional payroll jobs to the pre-defined tasks
• Enhanced the "To-Do" type jobs to make unique jobs more intuitive to enter
• Can now changed the description of a custom task and apply globally to existing jobs without having to re-enter.
• Numerous programming and cosmetic changes to the custom task window and routines to make it more intuitive and efficient.
• Lengthened a couple of fields on printed reports to prevent them from being truncated.
• Enhanced the backup routines
• Enhanced the restore option
• Added additional information to the job detail screen
• Enhanced program to accommodate dual-screen usage more efficiently
• Numerous programming changes to input checking
• Multi-user enhancements

2006 Version History

• Program updated for new Extensions rules effective for 2006 returns
• Save user preferences for column widths on client name and task
• Added fields to new jobs window
• Added common due date choices on a drop-down menu choices in viewing options
• Numerous cosmetic changes to make the program more user friendly and efficient
• Online help completely rewritten

2005 Version History

• Extensive changes made to interface to make more consistent between windows
• Added ability to sort by columns by clicking the top of the column to be sorted.
• Internal changes to enhance input checking routines
• Added workflow sorting ability
• Cosmetic changes on drop down and list box to make more efficient
• Ability to change colors and alternate rows on display
• Improved find job routine
• Numerous keyboard shortcuts added
• Restrictions added to view only privileges

1998 - 2004 Versions

Versions 1998 - 2004 (Versions 1.0 - 5.04). These versions are no longer supported, please call for an upgrade!