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

Client Management

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