All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If a former officer, director, trustee, key employee, or highest compensated employee is reported in Part VII, Section A, Line 1a, then the questi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently in Part III, you have to manually enter the amount that will be credited forward. Most instances, 990-T overpayments will be credited an...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently in Part V, you have to manually enter the amount that will be credited forward. Most instances, 990-PF overpayments will be credited and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to see the e-file validation print automatically with the return. How will this idea help you and potentially others? Understanding ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are looking to see filing instructions for extensions and all client deliverables. We deliver extension and estimated payments throughout the y...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the 990 Part VII and Part IX, provide override functionality for the tables that were just added How will this idea help you and potentially ot...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be a report that pulls together all of inputs in the non k-1 investment activity section similar to a k1 detail summary How will this...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule D currently prints when Part IV, Line 12b is marked YES. However, there are times where nothing is printing on the form. Request an optio...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are filing Form 990 for a client that has dissolved. The tax period should cover 1/1/2024 – 3/31/2024. 2023 forms are being used to file the fi...