990 Tracker

We confirmed that short-term capital gains or losses can be mapped to Schedule A, Line 4a through the K-1 Analyzer. However, in order for this amount to report to the appropriate line on Schedule D, the user must enter the amount form through the ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On multiple Schedules it just says 'SEE STATEMENT' without saying where it's going on the return. On Schedule L Part IV, it says see statement ins...

I think a helpful feature for the master compensation tool would be a new column that indicates that a person is paid by a related organization. I have several people that appear on multiple returns, but they are only compensated by one entity. Wh...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. No final prompt for e-filing – “are you sure you want to file” allows us to accidentally file something that should not be filed. This option allo...

It would be nice to be able to do some benchmarking reports on our 990EZ's as well as 990Ts. Sometimes just running a report and looking at all entities at the same time can be helpful in catching things prior to filing.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For the import/export, add a feature to append or replace on import so that original data does not need to be deleted first before import. This wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We'd love to have signature section on the cover letter of 990 Tracker. How will this idea help you and potentially others? Understanding how thin...

Unable to add XLSM files to EYTSEO. Please allow upload for these file types.

Currently can only see current year % for Schedule H, Part I, Line 7 table and Part II table. Please add prior year % as a point of reference for clients.

On import templates where there is a description column, in the header, we need character limitation for clean printing/IRS efile schema.