Exciting New Feature on Cashflow: Bulk Delete!
Managing your cashflow just got easier! We’ve introduced a Bulk Delete feature in the Cashflow tab to save you time and streamline your workflow. Here’s how it works:
How to Delete Cashflow Entries in Bulk:
Select the cashflow entries you want to remove.
Click the ‘Delete Entries’ button.
Done! That’s it!
Need to delete entries for a specific time period?
Click ‘Show Filter’.
Choose your desired period.
Select the entries you want to delete, then click ‘Delete Entries’.
You’re all set!
Want to delete ALL your cashflow entries? Simply check the top checkbox, and all entries will be selected for deletion in one click!
Important: If any deleted cashflow entries have already been included in a tax filing, please remember to file an amendment.
New Update: Organized Navigation
Ber-months are chaotic, team-buildings, budget approvals, and parties left and right! That’s why we organize the navigation in the Taxumo app to make life a bit easier.
All the tax-related features can now be found under the Taxes option in the sidebar.
Account Subscription will now be under the Switch Account section.
The one with the taxpayer name.
Lastly, links to the Privacy and Terms can now be found under your account options.
Update for Lifeline Users: Simplified Auto-Filing for Zero Filings
We’ve made it easier to add and update tax cards for automatic zero filings—all through the Settings page! Here’s how to get started:
How to Set Up Automatic Zero Filings:
Go to the Settings page and select the tax forms you want to be automatically filed for zero filings.
Review your selections in the Automated Filings tab. All forms you've chosen in Settings will appear here.
That’s it! Taxumo will take care of your zero filings automatically.
To stay compliant and ensure everything runs smoothly, we recommend updating or reviewing your Taxpayer Profile in the Settings page at the start of each year.
Taxumo is constantly updating the platform to serve you better. Please stay tuned for our other exciting updates!