990 Tracker

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 ...

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...

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...

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 ...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to have a diagnostic that schedule M is not necessary for non-cash contributions under $25k 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. Understanding the IRS response to e-file rejections in a layperson's view How will this idea help you and potentially others? Understanding how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Overall, we found 990 Tracker diagnostics very weak (and they are only present for the Form 990). We had more rejected returns this 11/15 filing s...

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...