990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part VII only allows for the reporting of up to 5 HCE. To the extent additional HCE are being tracked in Part VII, the system should automatically...

For clients that do not wish to include investment detail by entity on allocable income/withholdings can the EIN be removed or toggled on/off?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Excel Import Functionality for Form 3800 Credit Amounts: We would like to propose an enhancement to K1x that allows users to import an Excel templ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When there are clients with multiple engagements/entities and large schedule Rs that are similar across the entities, have the impotion to master ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to rollforward a return within a certain tax year for short period filings and also create a save as function for amended tax returns. How...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990 includes several sections (Part IV, Sch. F Part IV, etc.) that are longer lists of Y/N questions. Include a "Check All" box like the one ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to propose an enhancement to K1x that allows users to Prepare Form 8882 and be able to e-file the Form 8882 and for the amounts to f...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We have received a lot of feedback regarding the Part VII statement that prints after Part XII when there are more than 25 individuals on Part VII...

EYTSEO is generating an attachment to show the method of accounting chosen for each line entered. We want to continue to have this information completed in the tool but would like to have the disclosure optional. Please offer a checkbox or button ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be VERY helpful to have individuals saved in order as entered on Form 990, Part VII. The manual sort gets the job done, but is very tedio...