All ideas

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. When a change in accounting period is reported under basic data, it is added per the XML but it does not print on the PDF copies of the return. We...

When working with clients who have multiple users/departments completing sections of a return or group of returns, recalling who has access and to what part of a return can be a challenge. It would be a great feature to be able to run a report for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH Axcess anyone can roll forward a return without being an admin How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recent returns that you worked on, you have to search instead of populating. Manually searching for entity name, each time we'd like to open a ret...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We need to add an engagement code filter to the dashboard and basic client info. It is only in the Account Management side. How will this idea hel...

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...

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 most clients we need to lock down the financial sections when it is rolled over to the next year. How will this idea help you and potentially ...