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State manual overrides of federal data entry - DBAs

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add capability to override/add/change DBA list reported on page 1 of the OR-20 rather than having it automatically pull in from the federal data e...
5 months ago in 990 Tracker 0 Validating

CA 3509 PDF PDF Correction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When CA 3509, Part I, Line 2 is checked "no" and a narrative is entered related to legislative activities in Part II, Line 3, the PDF of the retur...
over 1 year ago in 990 Tracker 0 Validating

Add OR-20-INC (efile required)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our clients are filing OR 20 INC more than the OR 20. Please make the OR 20 INC available in the tool. This form is required to be efiled too. How...
8 months ago in 990 Tracker 0 Validating

Form 990-T custom heading

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We have clients who file Form 990-T solely to attach a foreign filing such as Form 5713 or Form 5471. In these instances, our prior software provi...
12 months ago in 990 Tracker 0 Validating

Schedule A, Part III, Lines 17/18

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It seems we have a reporting difference with respect to Schedule A, Part III, Lines 17 & 18 that is technical following instructions to round ...
over 1 year ago in 990 Tracker 0 Validating

C-TRAC Net operating loss deduction on Form 990-T, Page 1 and each Schedule A.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. C-TRAC does not auto produce required statements when net operating loss is utilized on Schedule A or Form 990T Page 1. How will this idea help yo...
over 1 year ago in 990 Tracker 0 Validating

Support of Virginia VA 500CR & input of amount on VA500, Page 2, Line 10

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In order to e-file VA 500 & take Form 500CR credit. Users cannot input an amount on 2023 VA Form 500, Line 10 to claim a credit from 500CR. Ho...
5 months ago in 990 Tracker 0 Validating

Beter Data validation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the future is there a way for the validation reports can be generated in a more user-friendly fashion, so that we can more easily determine wha...
7 months ago in 990 Tracker 0 Validating

C-TRAC Missing ability to track pre-2018 and post-2018 net operating loss by year and by silo.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH (form 990T) there is a worksheet that tracks by year and if the return has net income it senses net operation loss available and then uses ...
over 1 year ago in 990 Tracker 0 Validating

Misleading Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. See attached for the diagnostic which is misleading and often times incorrect. More often than not, the count of people in Part VII with compensat...
6 months ago in 990 Tracker 0 Validating