All ideas

Exempt Organizations need the ability to e-file Connecticut Form CT-990T

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. 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. Annual Statement Schedule BA Extraction (for insurance companies): Could the software be enhanced to scan and extract data from Schedule BA in ins...

Part I, Line 5 – It appears this amount is mapped from K-1 Analyzer, but the amount is not subject to passive activity loss limitations. This amount should consist of allowed passive income or losses from Schedule E, subject to limitations calcula...

The tools on the far right of the manage investments view are almost never used besides the "pencil" and the "lock button". If you click on the 3 dots you get to the other options, the "upload with K-1 reader" is an option. Why can't this be moved...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, we already a tax software system that populates our K1s. We have to manually download each individual K1, save them to a directory and ...