990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please include Form CA 3805Q when preparing CA 109 so it does not need to prepared out of CTRAC and attached. It is the NOL schedule and CTRAC sho...

Make the diagnostics easier to understand and clear without having to submit a support ticket to K1X to help us decipher. Right now many diagnostics are unclear and we have to submit a support ticket for assistance. Turnaround time for assistance ...

Currently if Question J on the CA 199 is answered NO, the 3509 still prints when you print a pdf, but the form itself will not be efiled if Question J is answered NO. Is there a way to suppress pdf printing for form 3509, either in the system when...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you print the draft it should automatically have the 8879 at the front. How will this idea help you and potentially others? Understanding how...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Minor correction to diagnostic related to Form 990, Sch. R, Part IV. Per the instructions, column (e) may be left blank, but C-TRAC creates a diag...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Because of ordering rules, the federal and state returns calculate different allowable deductions in a given year. Therefore, a state-specific sch...

According to the IRS instructions, we should be able to change Form 990, box M, to the country of incorporation, and it doesn't have to be the same country as the organization's address in box C. 2022 Instructions for Form 990 Return of Organizati...

CA efile XMLs shows only the CA corp number and no entity name or EIN either. The CA XML needs to add the entity NAME and federal EIN that is on these returns for tracking purposes. All efile state xmls acceptances need to include this detail for ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change of a principle officer form is missing from C-TRAC. Form 8828B How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The instructions for Form 990, Part III say that Program Service Revenue: "includes program service revenue reported on Part VIII, line 2, column ...