All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The diagnostics list the problem, but with very limited information to identify find the problem quickly. I would love to see a reference to the f...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When using the special rule on Schedule B, contributions that were added into the portal but fall below the 2% threshold needed to be reported on ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When printing from "print package," the printed PDF should have bookmarks for each page of the return. How will this idea help you and potentially...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have the software calculate the 80% limitation for post 2017 NOLs automatically. 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. Be able to run a rollover report that could be used to provide managers with a list that would help them identify engagements that need to be roll...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The current placement of the release notification and the Contact Support button are in a place covering up the navigation panel. We request they ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 990-T, Page 1, Part I, Line 4. Charitable contribution deduction doesn't get calculated automatically. Auto calculate allowable deduction will hel...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make form 990-N postcard available in the software for efiling How will this idea help you and potentially others? Understanding how things...

There is nowhere on Schedule D to indicate which silo it is associated with. It wound be useful to allow the silo (i.e. "Investment Activities") to appear on Schedule D.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like the ability to export the return tracking information. How will this idea help you and potentially others? Understanding how things are...