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. 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...

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.

It would be helpful to set up the direct email pencil tool so that it also links to gmail as an email client for the COI surveys. When we get down to the last few board members that we are trying to track down to submit their survey, it would be v...

Explanations do not carryforward from the prior year. Many explanations do not change from one year to the next. Need to copy and paste.