On March 13, 2022, we deployed an update to www.taxfolder.com. This update includes enhancements and several other customer-reported resolved issues.
Customer requested Updated the default tax year to 2021 for T1, T3, T3010, and Slips and Forms when creating an engagement in TaxFolder.
Changed the user interface for the Export Grid to a drop-down menu.
Fixed document signature/approval state not updating in the dashboard for document requests created from TaxFolder.
Fixed user interface issue where the delete icon was moving and covering the Recipient Name when using Edit Fields (this would happen when there were multiple recipients of a signature or approval request).
Fixed an issue where an individual with a valid TaxCycle login account could inadvertently create a TaxFolder Firm. In this case, the user would receive the message that there was no valid license but then would be prevented from being added to a firm as a preparer or client at a later time.
Customer Reported Improved lag in loading the Client list in the dashboard where a firm has a large number of clients and/or engagements.
Customer Reported Fixed refresh issue when adding successive engagements in TaxFolder.
Customer Reported Fixed issue in the Client Files section where editing the file name would not retain the file name edits.
Customer Reported Fixed issue where trying to open a Client File to view, save or print, and it would open a File Explorer upload window.
Customer Reported Fixed an error when trying to close an engagement where no preparer is assigned.