All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you select the paid preparer the PTIN pre-populates and when you select the office the office info also prepopulate. However, what doesn’t pr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the Illinois form AG990-IL. While this form doesn't calculate UBI, there is so much information that pulls from the federal form. How will thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Filing instructions currently presents the original form due date even if we an extension has been filed. C-TRAC needs to understand in time if we...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. VA500 8879 – Does not auto populate and must be manually completed using PDF edit. Takes a solid 15min and is very inefficient and subject to inpu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to State Income Summary report to include the following: Property, Payroll & Receipts displayed by state by investment. ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be an ability to filter in the Manage Investments view based on Tags, Entity Type, Status,etc. You can sort the investments but not f...

After all K-1s are uploaded in K-1 Exchange/K-1 Analyzer, being able to easily generate a master K-1/K-3 would help in entering the necessary data on the tax return.

Importing via excel to schedule B, Part VII, etc is a feature we currently have and use.