990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to turn on/off client access to PDF How will this idea help you and potentially others? Understanding how things are done today, where the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Is there not a way to have a page auto-scroll when tabbing between entries? It would be nice to have the page scroll along with you as you tab you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a feature to update statements flowing from the 990-T appropriately for CA 109 purposes. It shouldn't have references to the 990-T because it ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the e-file management report a feature that is not exclusive to admins. How will this idea help you and potentially others? Understanding how...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Form 8936 How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be really convenient if there were a button that allows viewing a full overview of the PDF and a full overview of diagnostics, both acces...

Not able to import our caseware trial balance into C-Trac

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A box, drop down, or other function to select preferred font size How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We Are suggesting a report that will show Carryovers from one tax year to the next. This would include total tax / total tax credit to next year /...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, the tool requires group returns to use Master Comp to function correctly. Group returns should have the OPTION to use or not use Master...