990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. new federal form filing How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. return to auto select the best tax rate How will this idea help you and potentially others? Understanding how things are done today, where the pai...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "List" which bring up a summation worksheet with three columns, description, amount, and prior...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "Insert/Delete Tick Mark" which adds or removes a little green check from the top right of the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Capital gain/loss OR 1231 gain/loss (can’t remember which one seems to have this presentation issue) shows up in the proceeds columns of the Form ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule G, Part II & III – We would like the numbers to automatically pull into Part VIII. How will this idea help you and potentially others...

This rule is in the 990-PF instructions: Instructions for Form 990-PF (2022) | Internal Revenue Service (irs.gov) Please see the “Comparing Part XV-A with Part I” section below. There are several values that need to match. If Part XV does not reco...

If Part XV does not reconcile to Part I in the system, this does not trigger a diagnostic or validation error. Please create a diagnostic to be triggered when this happens. Other software including Go System will not allow you to proceed when this...

We have a number of clients who are seeing their 990-T-reported investments start to generate income. We've had a few instances where clients do not have EFTPS set up at all yet and others who have tried and still have issues with it.