All ideas

Example: It would be useful to be able to do a 1-click "view PDF for TY20" while actively working in TY21 to see how data was reported in the previous tax year. While it can be done currently, the process is cumbersome - e.g., there has to be a se...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring a checkbox image to the data entry screen, so when people are manually editing values they can see when a green checkbox disappears. Adding ...

Not able to import our caseware trial balance into C-Trac

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to ability to tag or select standard language on the Federal / State Taxable Income tab to help decrease variance among the dozens of k...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The new Corporate Alternative Minimum Tax could be applicable to larger exempt orgs with unrelated business income. See Section 59(k). This form h...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Because of ordering rules, the federal and state returns calculate different allowable deductions in a given year. Therefore, a state-specific sch...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, if we upload both current and prior year K-1s for the same investments, the later- uploaded K-1 overrides the earlier one, even though ...

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. 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...