Batch Calculate

Suggestions
1

I see this question in existence going back to 2016. This has still not been addressed.

In your competitor’s system I was able to create custom exports using field codes of multiple data points and then save these custom export report to use again. “Batch->Calculate” is still restricted to 5 items, and I have to do it manual every time.

All I want is to be able to do an export to CSV with the columns being the field codes I have chosen. Saving the type of report would be gravy.

Limiting it to 5 items does not get me enough information on file mining.

When will this be fixed to allow for CSV Query exports of more than 5 items?

2

I recently did one for clients with 2021 capital gains to notify them about 2022 capital loss planning. It would have been nice to be able to export capital gains from prior 3 years but I bumped up against the 5 items. By the way, the clients who received those emails really appreciated it so it’s a value-added service that TaxCycle should work on expanding.