990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Office Management screen - there is no way to sort the office listing by office name or state. The default sorting is random. The page only allows...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If the total in schedule B is greater than line/part H in Part VII for contributions, then there is problem with schedule B. Showing the total num...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The idea aims to enhance the Client Experience within the 990 Tracker by introducing several key features: Customizable View for Clients: Clients ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current 990 functionality requires users to scroll through all states (Part VI, Line 17) and foreign countries (Part V, Line 4b) to check boxes, b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We should be able to add supplemental information onto Part V where it belongs. Currently the only way to do this is by adding it on the textbox n...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Similar to full returns, extensions and all client deliverables should have filing instructions. How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ensure that when page 1 only is selected for the CA-199 submission, no other miscellaneous/unnecessary forms attach to the return (currently 3885 ...

Map Net Capital Gain Income into this line directly from Schedule D

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Commonly, an organization will receive contributions throughout the year that sum to an amount greater than $5000 so they must be listed on Sch. B...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. More options to sort officers in the CompensationExport for Part VII How will this idea help you and potentially others? Understanding how things ...