Skip to Main Content
K1x Ideas
ADD A NEW IDEA

990 Tracker

Showing 40

Improvements to filing instructions feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make the following changes to the filing instructions feature: 1) Make all text upper/lower case for consistency 2) Better presentation in ...
about 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Display extended to date on the Form 990 page 1

Describe your idea. The more information you provide, the clearer picture of your idea we will have. After we filed the extension, the extended due date should populate on top of the form 990, page 1. Currently, CCH has the option to make this dis...
about 1 year ago in 990 Tracker 0 Ready to Plan

Paid Preparer Default Setting

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When making the selections in the paid preparer module there are defaults for the office and paid preparer. For office it seems to be coming from ...
over 1 year ago in 990 Tracker 0 Ready to Plan

990 Tracker Office Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding an office, the EIN field does not have validation or hint text on how to enter. As an EIN is NN-NNNNNNN the natural inclination would ...
over 1 year ago in 990 Tracker 0 Ready to Plan

Efile Management Export - more user friendly

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the efile management export more simple so we can easily add filters to is. How will this idea help you and potentially others? Understanding...
over 1 year ago in 990 Tracker 0 Ready to Plan

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 - 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

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

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