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Schedule I Grants reported at $5,001 and above

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allow all grants to be entered into the software even those below $5,000 and the software only includes those at $5,001 and more. How will this id...
11 months ago in 990 Tracker 0 Validating

Add "Download Digital K-1 JSON" as a bulk feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now I can only download a digital K-1 json on a per investment basis. I would like to be able to filter on status, then download them in bul...
8 months ago in K1 Aggregator 1 Community Review

Upload K-1 to Specific Existing Investment

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Upload K-1 to an individual investment rather than an instance How will this idea help you and potentially others? Understanding how things are do...
8 months ago in K1 Aggregator 1 Community Review

Add Form 8936

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Form 8936 How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is ...
8 months ago in 990 Tracker 0 Community Review

Additional Status Options

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add statuses to the drop-down list of options to account for scenarios where taxpayers receive additional information at a later time and the fede...
12 months ago in K1 Aggregator 0 Community Review

Add various line items to the application and importability into the system

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability for users to import line 5 gov-interest into the system. currently this doesn't flow anywhere. Add the additional 3 kinds of retir...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Allow for Various Transfer Dates for Form 926

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For Form 926-Direct -- Return by a U.S. Transferor of Property to a Foreign Corporation When there are various transfers, the final date of the ye...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Add variance amounts to diagnostics

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Diagnostics just show when a return is not balanced (i.e. BS). Since C-TRAC has great built-in calculations, why not include the amounts in the di...
over 1 year ago in 990 Tracker 0 Ready to Plan

Attach PDF e-file attachments to multiple jurisdictions at 1 time

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When attaching Form 990-T in the e-file attachments, having the ability to attach the same 990-T to multiple states at 1 time vs. needing to click...
4 months ago in 990 Tracker 0 Validating

990-EZ diagnostic triggered when Assets do not equal Liabilities + Net Assets

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is no 990-EZ diagnostic when Total Assets (Line 25) does not equal Total Liabilities (Line 26) + Net Assets (Line 27) How will this idea hel...
8 months ago in 990 Tracker 0 Validating