All ideas

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. Automated notifications to new users once initial access if provided How will this idea help you and potentially others? Understanding how things ...

We need to create a new Basis Rollforward (simple) and Basis Rollforward (detailed) report.

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 more information you provide, the clearer picture of your idea we will have. When creating footnotes or footnote templates, add the ability to create or copy/paste formulas with tables from excel How will this idea help you...

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.

It would help users, support teams if/when there are problems with the import template from excel Currently if there are any issues, nothing is shown and no Investments are added to the Instance. It would be helpful to have an error logging system...