Tallyfor

Adding a Schedule C Client

Unable to Add New ATB

How to Use a Rollforward

Clients Screen

How to Delete or Rename a Binder (ATB)

How to Archive and Delete a Client

Tallyfor is organized in a similar manner to your tax software.  Clients are the primary object and are associated with one or many binders.  A client can have multiple binders…

Create Clients and Add Binders

Link a partnership or S-corp binder to its owners — Tallyfor clients or external K-1 owners — and let K-1 amounts flow automatically.

K-1 Ownership Linking

Client Management

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