990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have an ability to default to automatically excluding contributions under the 2% threshold How will this idea help you and potentially others? Und...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8, Line 11, Part 9 Line 24, system is not sending in a descending order. You will have to sort it outside and make it descending pr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Net assets on 990-EZ Pt. I line 21 are required to agree to net assets on Pt. II, Line 27 col. B. There should be a diagnostic for when these figu...

Describe your idea. Hide the Add User button in C-TRAC: Basic Data -> Permissions. How will this idea help you and potentially others? A client mentioned that they are concerned with the Add User feature in C-TRAC's User Interface. The client s...

Pursuant to Section 9-11-6.4 NMSA 1978, the Secretary of Taxation and Revenue issued an e-File mandate on July 30, 2020, for the CIT-1. Effective for tax periods beginning on or after January 1, 2020, every taxpayer filing a CIT-1 is required to e...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prepare State E/S Vouchers & Filing Instructions for 16 states. We'll do this over a 2 month period and in batches. See the attached excel spr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to add the following state charity report deliverables in C-TRAC o Minnesota Attorney General Annual Charity Report o Wisconsin Dep...

Schedule O prints when detail is added. However, the note in EYTSEO says "*Note - This form is not electronically submitted to the IRS. Please include the PDF under the E-file Attachments screen." However, once print this form and add as attachmen...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. "**See attached PDF filing instructions with BT notations** o Under Amount Due or Refund: -Remove ".00" from the end of the three values. Cents ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. C-TRAC needs to be able to e-file in every state that either offers or requires. Below are the states currently needed: Name Alabama Alaska Arizon...