990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I understand (and prefer) shrink to fit, but why are there some other variables? Our EIN and address are bolded and/or different fonts (look at th...

On several of the state specific e-file authorization forms along with the generic 8879-SO, the client information does not map to the PDF and must be input manually. It would be nice to have this information populated as it is on the Federal 8879...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An organization included in consolidated, independent audited financial statements for the tax year answers "yes" to Form 990, Part IV, Line 12b. ...

Provide an option exclude forms that are not needed (such as Forms 3509 and 3586) when printing Form CA-199.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, when the total of grants entered on Schedule I, Part II exceed the total of grants entered on Part IX, Line 1, no diagnostic is trigger...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For basic client data (and books in care of), there is currently the option to choose if it's a "foreign or US" address to allow for different for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Update the heading for Page 6, line 2 to correctly identify the information and instructions. "States in which conducting business & filing re...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently only alphanumeric characters are allowed in signing officer name, title, paid preparer name and title How will this idea help you and po...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Diagnostics just show when a return is not balanced (i.e. BS). Since C-TRAC has great built-in calculations, why not include the amounts in the di...

It would be helpful - either under State module general information, state specific general information or on the state forms to allow input of direct deposit information. Not all states have a place for this, but for the ones that do, we have to ...