Product Updates — August 2026

Until now, TaxFigure was built around business entities. As of late July, you can add individual (Form 1040) clients as a first-class client type — with the same review workflows and AI-assisted insight you use for business clients.

Entity Type is now the first field when you create a client, so the form adapts from the start: choose Individual and you'll see person-appropriate fields instead of business-only details like EIN and fiscal year end. If you convert an existing entity to Individual, those business-only fields are cleared automatically.

Individual clients get the full Tax Review treatment, with a dedicated 1040 document checklist built around what an individual return actually needs. Two touches that respect how you already work:

• No estimated payments? Attest to it. If a client makes no estimated tax payments, you can attest to that and the Estimated Tax Records requirement is waived — no more chasing documents that don't exist.
• Organizers and interview notes count. Tax organizers and client interview notes now satisfy the workpaper requirement, so the materials you already collect get credit in the readiness checklist.

Advice is only as strong as its support. When you take a position with a client — or document one in a file — you need to know exactly where it came from. This month, citations were overhauled end to end:

• Every number points to the right source. Previously, a citation number in an answer could occasionally mismatch the Sources list. Now the number in the text, the sources panel, and the detail view all reference the same source, every time.
• Sources are verified before they're cited. Links are checked to be live before they appear in an answer, so far fewer citations lead to a “page not found.”
• Numbering reads cleanly. Citations run 1, 2, 3 in the order they appear — no more jumps from [8] to [30].

The result: research you can carry into a client conversation or a workpaper with confidence.

Turning research into something client-ready used to mean cleaning up raw formatting symbols — **bold**, # headings, table pipes — after every paste. Now the Copy button produces clean, formatted text: bold stays bold, headings stay headings, tables come across as tables, and citations convert to tidy superscript footnotes that match what you saw on screen.

Paste straight into an email, memo, or advisory letter and it's presentation-ready. The button now sits directly beneath the response, where you'd expect it.

The billing panel now shows your firm's real credit balance and expiration dates, including gifted or promotional credits — which previously could display as duplicates or trigger a false “100% used” warning. If credits are gifted to your firm, a pop-up tells you how many and their use-by date, and the low-balance warning now fires at the right time — so you're never surprised in the middle of client work.

Also fixed: firm admins using two-factor login could briefly see the wrong billing view right after signing in.

Your review workflow is only as fast as the documents feeding it. Occasionally an upload would sit in “processing” indefinitely with no way to tell why. That's fixed: stuck documents now retry automatically, and a background check sweeps up anything that still hangs — either finishing it or clearly marking it failed so you know to act. Related polish:

• The Reprocess button on a failed document now tells you when you're at your document limit, with a clear message to free up a slot — instead of failing silently.
• Processing errors show an accurate message instead of a misleading “permission denied.”

Describing a visual glitch in words is nobody's favorite task. The in-app feedback form now accepts up to 5 screenshots — paste from your clipboard (Ctrl/Cmd+V), drag and drop, or click to upload. A picture gets us to the fix faster.

• Deleting or archiving an entity now works reliably, updates the list immediately, and shows a clear message if something goes wrong.
• Waivable requirements are tagged and grouped in the Tax Review readiness list, so you can see at a glance what's optional.
• Clearer error screens when something unexpected happens, and continued security hardening across the app.