990 Tracker

Currently can only see current year % for Schedule H, Part I, Line 7 table and Part II table. Please add prior year % as a point of reference for clients.

On import templates where there is a description column, in the header, we need character limitation for clean printing/IRS efile schema.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule H, Part I, Line 7 & IRS Worksheet Import Feature How will this idea help you and potentially others? Understanding how things are don...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to have a sentence on the filing instructions that automatically populates with the amount of undistributed income for the current y...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Option to suppress or print CA Form RRF-1 from package printing. Currently, it automatically populates the form and prints it so an option to supp...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the software only contains the IRS instructions for the Forms. There are no instructions for the Schedules within Form 990. Our clients ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The IRS does not accept PDF and binary attachments of the Form 8975 and currently 990 Tracker does not support a XML attachment. Create the abilit...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Column added to the Schedule F Part I export to include description of "Other Method of Accounting" How will this idea help you and potentially ot...

Describe your idea. The NOL information for each state entered in the State Data grid should roll over each year upon rolling o The NOL information for each state entered in the State Data grid should roll over each year upon rolling over the enga...

Modify line population based on the instruction included within the form, meaning the smaller of total net gain or loss from Part III, Line 19 or $3,000.