All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Minor correction to diagnostic related to Form 990, Sch. R, Part IV. Per the instructions, column (e) may be left blank, but C-TRAC creates a diag...

If we're going to be rolling out the reading ability for Part VII of the K-3 which encompasses all the information currently housed in the 8621 tab under a single investment, we should use the K-3, Part VII input as the populator of the form inste...

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. 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. 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...

According to the IRS instructions, we should be able to change Form 990, box M, to the country of incorporation, and it doesn't have to be the same country as the organization's address in box C. 2022 Instructions for Form 990 Return of Organizati...

CA efile XMLs shows only the CA corp number and no entity name or EIN either. The CA XML needs to add the entity NAME and federal EIN that is on these returns for tracking purposes. All efile state xmls acceptances need to include this detail for ...

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. Change of a principle officer form is missing from C-TRAC. Form 8828B How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The instructions for Form 990, Part III say that Program Service Revenue: "includes program service revenue reported on Part VIII, line 2, column ...