990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It seems we have a reporting difference with respect to Schedule A, Part III, Lines 17 & 18 that is technical following instructions to round ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, when the total of grants entered on Schedule I, Part II exceed the total of grants entered on Part IX, Line 1, no diagnostic is trigger...

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. In order to e-file VA 500 & take Form 500CR credit. Users cannot input an amount on 2023 VA Form 500, Line 10 to claim a credit from 500CR. Ho...

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. In the future is there a way for the validation reports can be generated in a more user-friendly fashion, so that we can more easily determine wha...

Make the diagnostics easier to understand and clear without having to submit a support ticket to K1X to help us decipher. Right now many diagnostics are unclear and we have to submit a support ticket for assistance. Turnaround time for assistance ...

Currently if Question J on the CA 199 is answered NO, the 3509 still prints when you print a pdf, but the form itself will not be efiled if Question J is answered NO. Is there a way to suppress pdf printing for form 3509, either in the system when...

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...