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990 Tracker

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C-TRAC - Form 990 - Schedule I, Carry Over

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Addresses are printing in a much smaller font making it hard to read and looks inconsistent and where too big still it says See Statement and the ...
about 1 year ago in 990 Tracker 0 Ready to Plan

Improvements to filing instructions feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make the following changes to the filing instructions feature: 1) Make all text upper/lower case for consistency 2) Better presentation in ...
about 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Display extended to date on the Form 990 page 1

Describe your idea. The more information you provide, the clearer picture of your idea we will have. After we filed the extension, the extended due date should populate on top of the form 990, page 1. Currently, CCH has the option to make this dis...
about 1 year ago in 990 Tracker 0 Ready to Plan

CIFT 401W

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add CIFT 401W to the Louisiana State Tax Return. How will this idea help you and potentially others? Understanding how things are done today, wher...
over 1 year ago in 990 Tracker 0 Planned

Use VAR or VARIOUS for dates sold on 990-PF

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If allowed in the xml e-file, in the input for capital gains and losses on a 990-PF, add the option to use VAR or VARIOUS instead of a date with a...
over 1 year ago in 990 Tracker 1 Will not implement

Bulk download of attached workpapers

When a client uploads a lot of workpapers to the document library, there isn't a way for us to quickly pull them down to our own storage. We have to download them each 1 at a time.
over 2 years ago in 990 Tracker 0 Community Review

Paid Preparer Default Setting

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When making the selections in the paid preparer module there are defaults for the office and paid preparer. For office it seems to be coming from ...
over 1 year ago in 990 Tracker 0 Ready to Plan

990 Tracker Office Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding an office, the EIN field does not have validation or hint text on how to enter. As an EIN is NN-NNNNNNN the natural inclination would ...
over 1 year ago in 990 Tracker 0 Ready to Plan

Efile Management Export - more user friendly

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the efile management export more simple so we can easily add filters to is. How will this idea help you and potentially others? Understanding...
over 1 year ago in 990 Tracker 0 Ready to Plan

Add AG990-IL

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the Illinois form AG990-IL. While this form doesn't calculate UBI, there is so much information that pulls from the federal form. How will thi...
over 1 year ago in 990 Tracker 1 Already exists