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990 Tracker

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New York Date of Incorporation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is a field in the state module < New York < General Information called "Date business began in NYS:____". This description does not ac...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Lacking diagnostics for Part 7

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is no diagnostic to tell you there is conflicting information between what's listed in part 7 section A and the number that is on line 2 How...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC Part 7, section A line 2 Part 7, section B line 2 do not automatically calculate

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In Axcess these automatically calculate and also have an override feature How will this idea help you and potentially others? Understanding how th...
over 1 year ago in 990 Tracker 0 Community Review

C-TRAC Statement Presentation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Font is smaller than what CCH presents, CCH spacing is bigger. Clients already complain that CCH versions are hard to read due to small text. How ...
over 1 year ago in 990 Tracker 0 Will not implement

C-TRAC Filing instructions (Form 990, Form 990-PF, Form 990-T, Form 4720) - Due date pulling to the filing instruction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Filing instructions currently presents the original form due date even if we an extension has been filed. C-TRAC needs to understand in time if we...
over 1 year ago in 990 Tracker 0 Already exists

C-TRAC - Roll-over missing information

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A lot of items that roll forward in CCH from year to year do not roll forward in C-TRAC. Check boxes, mission statements, schedule C, explanations...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Import Template Appending/Replacing

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import template is appending only. For example, Part 7 Schedule B. Also Schedule R. How will this idea help you and potentially others? Understand...
over 1 year ago in 990 Tracker 0 Validating

C-TRAC - Manual Calculation and Entry of Net Revenue

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8 lines 6 - 10 net income/loss not flowing through to respective columns/ Part 8, Line 6 through line 10 totals are not showing in ...
over 1 year ago in 990 Tracker 0 Validating

990T Schedule A - ability to export workpaper

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 990T, Schedule A - ability to export the data input to an Excel workpaper How will this idea help you and potentially others? Understanding how th...
over 1 year ago in 990 Tracker 0 Community Review

Better description in acceptance email.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Email notice that we receive to show the acceptance or rejection of the 8868 does not tell us if it's for a 990, 990T, etc. Therefore if you have ...
over 1 year ago in 990 Tracker 0 Ready to Plan