990 Tracker

Both lines summarize the short and long-term gains or losses reported in the Parts I and II. Is it possible to have both amounts automatically flow to Lines 17 and 18a?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. NY 200-V is a commonly used payment voucher. This should be in EYTSEO for us to use. How will this idea help you and potentially others? Understan...

Create one menu to add additional forms to the 990-T such as Form 8949, Schedule D, Schedule O, Form 8990, etc. instead of finding the appropriate question/line to check the box.

Request: The ability to have CTRAC truncate a form field (as it is displayed on the government form) and add a statement to the return with the full detail of the field. Currently it will just put “(see statement)” in cases where the character lim...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are green checkboxes at the top and bottom of the Conflict of Interest survey, between the floppy disc save button and the spellcheck button...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Do not allow returns to efile without an 8453 form attached in the efile attachment section. The IRS instruction for Form 8453TE are clear (and at...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now, you can only use package printing if you go into the transmittal letter and update the settings. Our firm cannot use the transmittal le...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report. For right now it has an extra space between the line number and letters which...

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...

Clients currently use maybe CCH or another outside tool from C-TRAC in order to prepare the below forms: i. AL – AL 41 ii. AZ – 141 AZ iii. AR – AR1002 iv. CO – CO 105 v. CT – CT-1041 vi. GA – GA 501 vii. ID – ID 66 viii. IN – IN IT 41 ...