990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule B & F - when exporting a file the formatting of the numbers are off so that you cannot sort by the totals. This is useful to check to...

The example used here is that people have accidentally deleted sections of the return such as Schedule H, Part V because the trash can icon is so small and close to other icons.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It should be easier to add permissions for a group of internal, registered, users when setting up a new client in Account Management. How will thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have filters on the dashboard for things like year-end, client name, due date, etc. to easily be able to see all clients with ...

Can be deleted. Added idea by accident

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Returns with tax due to auto include penalty and interest, and the selection is to opt out, rather than opt in How will this idea help you and pot...

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 ...

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 ...

Worksheet 5 – Our comment for Worksheet 5 is similar to our comment above regarding Worksheet 3. Is C-TRAC able to populate Worksheet 5 with net losses reported through the K-1 scan within K-1 Analyzer? When multiple investments are reported, does...

Worksheet 3 –Worksheet 3 is not populating within the Form 990-T module, even after the K-1 Analyzer is complete. We figured out how to add these amounts manually or by Excel import. However, is C-TRAC able to calculate and populate Worksheet 3 wi...