All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, when the total of grants entered on Schedule I, Part II exceed the total of grants entered on Part IX, Line 1, no diagnostic is trigger...

In an investment > Foreign Disclosure Forms > Add Transferee, the "Select Transferee" list is not able to be edited and is case sensitive. This means that it is easy to have duplicate transferees that should all be included as one. The probl...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For basic client data (and books in care of), there is currently the option to choose if it's a "foreign or US" address to allow for different for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Update the heading for Page 6, line 2 to correctly identify the information and instructions. "States in which conducting business & filing re...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently only alphanumeric characters are allowed in signing officer name, title, paid preparer name and title How will this idea help you and po...

Private Foundations who can only take royalty depletion would benefit from having a line that specifically only tracks the royalty depletion. Since there is already a 20T1 (cost) and 20T2 (percentage) , a royalty depletion line would be greatly be...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is necessary for the K1 Reader to avoid changing the investment name entered in K1x already when it imports the next year's K-1 PDF. When a K-1...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need State K-1 Reading for a variety of State K-1 variants including: CA 568 2022 LA K1 Equivalent 2022 MA 3K1 2022 NE K-1N 2022 NJ K1 2022 NM K1 ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be helpful if the taxable income total presented at the top of the investment's Taxable Income page with or without the green check that ...

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...