990 Tracker

Not able to import our caseware trial balance into C-Trac

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The new Corporate Alternative Minimum Tax could be applicable to larger exempt orgs with unrelated business income. See Section 59(k). This form h...

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...

Part I, Line 5 – It appears this amount is mapped from K-1 Analyzer, but the amount is not subject to passive activity loss limitations. This amount should consist of allowed passive income or losses from Schedule E, subject to limitations calcula...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A box, drop down, or other function to select preferred font size How will this idea help you and potentially others? Understanding how things are...

The total on lines 2 & 3 should populate automatically. Currently manually input.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We Are suggesting a report that will show Carryovers from one tax year to the next. This would include total tax / total tax credit to next year /...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, the tool requires group returns to use Master Comp to function correctly. Group returns should have the OPTION to use or not use Master...