All ideas

Open Tenant > "Demo" Home ">" Click ">" Tenant group management Calendar icon "Management Instance"> The client would very much appreciate the ability to do mass uploads and mass deletions for both Instances and Users in Group Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to map to the CCH K-2 import template so we can immediately see results for importing K-2 level data into a partnership return in CCH Axcess....

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Minor correction to diagnostic related to Form 990, Sch. R, Part IV. Per the instructions, column (e) may be left blank, but C-TRAC creates a diag...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entered 199A information on line 20Z and it added up the income and UBIA information instead of “see statement” for additional detail How will thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Hopefully the Partial Packet will solve this problem. The general idea is that we are not satisfied with how K-3 data imports country-by-country f...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K1x is importing zero values from K-1s and K-3s into Axcess. This results in unnecessary diagnostics within Axcess and generates Form 1116s for ce...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be helpful if the taxable income total presented at the top of the investment's Taxable Income page with or without the green check that ...

Cant have last name with a first name – issue for entities

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

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include activity number on digital K-1 json How will this idea help you and potentially others? Understanding how things are done today, where the...