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990 Tracker

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State Filing Threshold

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the summary page, it would be great to have all the various state's filing thresholds listed (based upon the clients filing status) to compare ...
over 1 year ago in 990 Tracker 1 Will not implement

Executive compensation diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a diagnostic for any compensation reported over $1 million on Form 990, Part VII and a "no" answer to Form 990, Part V, line 15. How will this...
over 1 year ago in 990 Tracker 0 Ready to Plan

Validate e-file steps required for VA

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Declaration for state extension and filing – we are concerned about this verbiage. This has never been a practice of ours in Profx. How will this ...
over 1 year ago in 990 Tracker 0 Ready to Plan

Add draft watermark to state returns

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently no way to add a draft mark to state return. We need to do this manually in Adobe and then it is not the same as the other draft copy. Ho...
over 1 year ago in 990 Tracker 0 Planned

Improvements in usability and accuracy of State Filing Instructions

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State filing instructions Can we edit these filing instructions in the system to update for correct information, or additional information we woul...
over 1 year ago in 990 Tracker 0 Planned

Schedule J Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a diagnostic when total compensation on Part VII is greater than $150k and Schedule J is not completed. How will this idea help you and poten...
over 1 year ago in 990 Tracker 0 Ready to Plan

Schedule B Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a diagnostic when total contributions on Schedule B are more than Part VIII, Line 1h How will this idea help you and potentially others? Unde...
over 1 year ago in 990 Tracker 0 Ready to Plan

Exports from Schedule B (and possibly others) not coming through as numbers format.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Somehow exports aren't coming through in a format this is sortable. How will this idea help you and potentially others? Understanding how things a...
over 1 year ago in 990 Tracker 0 Will not implement

Add full instructions for each schedule to the resources tab

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add'l instructions needed How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how ...
over 1 year ago in 990 Tracker 0 Ready to Plan

CTRAC Part IX, Line 1 Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Should have a diagnostic when Part IX, Line 1 is less than the total grants on Schedule I, Part I. How will this idea help you and potentially oth...
over 1 year ago in 990 Tracker 0 Ready to Plan