990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is only space for 2 banks, but many clients have 3 or more that we need to be able to list. We are currently getting around this as follows,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have account copy and client copy of the return option on 990 Tracker. How will this idea help you and potentially others? Und...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to have a sentence on the filing instructions that automatically populates with the amount of undistributed income for the current y...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the software only contains the IRS instructions for the Forms. There are no instructions for the Schedules within Form 990. Our clients ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Do not allow returns to efile without an 8453 form attached in the efile attachment section. The IRS instruction for Form 8453TE are clear (and at...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import template is appending only. For example, Part 7 Schedule B. Also Schedule R. How will this idea help you and potentially others? Understand...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8 lines 6 - 10 net income/loss not flowing through to respective columns/ Part 8, Line 6 through line 10 totals are not showing in ...