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"Are you sure you want to e-file?"

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...
over 1 year ago in 990 Tracker 0 Community Review

Import/Export Functionality - Ability to append or replace

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...
over 1 year ago in 990 Tracker 0 Community Review

Allow upload of xlsm file types

Unable to add XLSM files to EYTSEO. Please allow upload for these file types.
about 2 years ago in 990 Tracker 0 Community Review

Form 990 Schedule H, Part I and Part II - Add p/y percentages

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.
about 2 years ago in 990 Tracker 0 Community Review

Add character limits to import template headers

On import templates where there is a description column, in the header, we need character limitation for clean printing/IRS efile schema.
about 2 years ago in 990 Tracker 0 Community Review

Condense K-2 Section Display

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding K-2 information in K-1 Navigator, the navigation between sections can be difficult because of the volume of separate sections in the n...
over 1 year ago in K1 Creator 0 Community Review

Automatically Calculate the Schedule K-1 Report

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rather than having to ensure I've calculated all slices for which I'd like to view a report, I'd like the Schedule K-1 Report to calculate automat...
over 1 year ago in K1 Creator 0 Community Review

Change display text for 'SEE STATEMENT'. Have Statement print to correct area of return, rather than a whole separate statement.

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...
9 months ago in 990 Tracker 0 Community Review

Transfer Client Data Between Firms

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Periodically clients of accounting firms will change firms for a new tax year. When this happens, the new firm often requests client data be trans...
over 1 year ago in All Products 0 Community Review

Signature Page on the Cover Letter

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...
10 months ago in 990 Tracker 0 Community Review