2017 Suggestions

I found that when viewing previously imported data TaxCycle would very often indicate slip data had not been imported when in fact it had been. It seemed to be across the board as far as slip types. And not necessarily just combined slips - directly after matching and importing all AFR data I could open up the AFR window again on many files and there would be at least a couple bolded/starred slips. I describe it in more detail in this post:

This issue was a big time consumer in my file reviews - hopefully I wasn’t just misunderstanding the feature. The concept of being able to view the slip matching of the previously downloaded AFR data is excellent though, and if you’re able to get it worked out for next year it would be huge time saver. If you’d like me to send you some example files where this was occurring I’d be more than happy to.