990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule H, Part I, Line 7 & IRS Worksheet Import Feature How will this idea help you and potentially others? Understanding how things are don...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The IRS does not accept PDF and binary attachments of the Form 8975 and currently 990 Tracker does not support a XML attachment. Create the abilit...

Describe your idea. The NOL information for each state entered in the State Data grid should roll over each year upon rolling o The NOL information for each state entered in the State Data grid should roll over each year upon rolling over the enga...

Modify line population based on the instruction included within the form, meaning the smaller of total net gain or loss from Part III, Line 19 or $3,000.

Both lines summarize the short and long-term gains or losses reported in the Parts I and II. Is it possible to have both amounts automatically flow to Lines 17 and 18a?

Create one menu to add additional forms to the 990-T such as Form 8949, Schedule D, Schedule O, Form 8990, etc. instead of finding the appropriate question/line to check the box.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are green checkboxes at the top and bottom of the Conflict of Interest survey, between the floppy disc save button and the spellcheck button...

When a client uploads a lot of workpapers to the document library, there isn't a way for us to quickly pull them down to our own storage. We have to download them each 1 at a time.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In Axcess these automatically calculate and also have an override feature 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. 990T, Schedule A - ability to export the data input to an Excel workpaper How will this idea help you and potentially others? Understanding how th...