New Features - December 2022

We’re always working on something new to streamline your practice. Here are more details on our December 2022 release:

See and Change the Tax Year: Especially this time of year, it can be useful to see what year's tax rates are being used to calculate figures, and also to be able to change the tax year. You'll see the tax year now listed in your cases list and in the case header. You can also switch between 2022 and 2023 for the next few months. Even better, you won't lose your calculation when changing the tax year - Calculist will automatically make a copy of your case for you, and apply the new tax year to the copy so you retain both versions. All new cases will automatically go in at 2023 rates.

Case list with tax year

Easily view and change the tax year on the case

Equalization payments - Equalization payments are now calculated for you automatically when using the Division screen, and carried through to the Division Worksheet, with clear wording so everyone understands who owes whom. If you don't want to use the equalization payment on a particular case, just click the toggle button to turn it off and it won't appear on your documents. 

Look for more updates coming soon!