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Package Printing

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Package printing of T-Letter, Filing Instructions, Federal & State Tax Returns; should be flexible enough to allow different firms & teams...
over 1 year ago in 990 Tracker 1 Shipped

Add Diagnostics for 990T

Our Diagnostics functionality currently only works for the 990, 990PF, and 990EZ forms. It currently doesn’t function for 990T, and will therefore show false positives. In addition, the E-File Validation functionality will only show errors that pr...
over 2 years ago in 990 Tracker 1 Shipped

All text in a return to be in UPPER CASE letters for consistency

There are places occasionally throughout the returns that are in upper/lower case and gives an inconsistent and unprofessional presentation. Please see the attached return with red boxes around text that is u/l case on page 1.
about 2 years ago in 990 Tracker 0 Shipped

State Efile Instructions - Payment Sections

Overpayment/Payment Due/No payment paragraphs should be added to the state efile instructions.
about 2 years ago in 990 Tracker 0 Shipped

Add NY CT-200-V payment voucher for extension/return

While the actual extension does not have a 2022 PDF, it would be great to have CTRAC generate the payment voucher as payment by mail is still allowed.
about 2 years ago in 990 Tracker 1 Shipped

C-TRAC Schedule H Textbox Size & Data Entry Field

Schedule H boxes are far too small. Please make them larger. Schedule H data entry field text space is too small for when we need to input large narratives.
over 2 years ago in 990 Tracker 0 Shipped

Enable K1 Analyzer Foreign Forms to be submitted with return

A as CTRAC user, I want to attach my foreign forms from K1 Analyzer to my electronic submissions directly so that I don't need to upload them as individual PDFs.
over 2 years ago in 990 Tracker 0 Shipped

Digital signatures on Fed and State Forms

Allow for mapping of paid preparer digital signatures on all federal and state forms (including e-file authorizations). Additionally, allow the date of signature to default to today or have a user input to override. This option could be toggled on...
over 2 years ago in 990 Tracker 0 Shipped

Add Form 8995-A to C-TRAC 990-T Module

This form is required for trust filers that have income over $170,050 and is required to be submitted via XML. This is the expanded version of the Form 8995 which is already included.
over 2 years ago in 990 Tracker 3 Shipped

CA-199 modifications

We need ability to print CA 199 with Part II blank and no statements attached rather than having to PDF edit. While the efiling goes through correctly, we need a version that prints correctly to send to client. Another example, CA 199, Part II, Li...
about 2 years ago in 990 Tracker 1 Shipped