All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the 2023 form SC990-T (South Carolina return) we are unable to modify the childcare credit amount taken on the form’s Sch C. The application au...

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. For basic client data (and books in care of), there is currently the option to choose if it's a "foreign or US" address to allow for different for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the viewing or add option to view all investments in one screen by freezing header row and scrolling down the list to the bottom instead of...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Update the heading for Page 6, line 2 to correctly identify the information and instructions. "States in which conducting business & filing re...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When users rollover engagements and select states to rollover, the actual assigned states should roll too. How will this idea help you and potenti...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently only alphanumeric characters are allowed in signing officer name, title, paid preparer name and title How will this idea help you and po...

In certain circumstances, the amounts in Box 20P can be considered taxable income and/or unrelated business income. This can be seen in certain K-1 footnotes. A checkbox for Box 20P to include the amounts in either taxable income or UBI would be t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transferee reports per form type How will this idea help you and potentially others? Understanding how things are done today, where the pain is, a...