July 30, 2025

Arcari web v3.20.0

Features

Added Roll to Tax feature

Users can now mark documents with a roll to tax property that will keep a document in a project you roll forwrd from a CAS Trial Balance project to a Tax Trial Balance project.

You can make this edit from the document settings form, or the bulk editor at the bottom of the document list page.

Document Settings Form

Example of a file marked w/ Roll to Tax Property

Support Other Deductions sub-category tax mappings

We now support 11 sub-categories for "Other Deductions" to help you treat different groupings properly and allow for more visibility into a tax grouping, for an easier and more transparent tax prep process.

11 subcategories of "Other Deductions" that we now allow for

QuickBooks Online Sync Back Journal Entries

For users that create JEs in Denari and want them to sync back to their QBO client, we've added a new Sync Adjusting Journal Entries button to the Journal Entry page. If a user clicks this button it will sync back their Denari Journal Entries to their QBO client.

🐛 Bug Fixes

• Added validation on QBO sending wrong date ranges. This should hopefully provide a long term fix for an issue Tammy had with Roots Counseling Services balances being off.

• Added a fix for XLSX files not being able to be saved properly