All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can you add a section that allows me to enter the IDs for each investment? How will this idea help you and potentially others? Understanding how t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some of the percentages of ownership have up to 5 digits after the decimal. We need a way to add more decimals to be more precise. How will this i...

When selecting instances to rollover to 2022 tax year, clicking Select All only selects the first 50 accounts (or the 1st page). Need an option to select more than 50 at a time, or truly "all".

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We Are suggesting a report that will show Carryovers from one tax year to the next. This would include total tax / total tax credit to next year /...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule B & F - when exporting a file the formatting of the numbers are off so that you cannot sort by the totals. This is useful to check to...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, the tool requires group returns to use Master Comp to function correctly. Group returns should have the OPTION to use or not use Master...

The example used here is that people have accidentally deleted sections of the return such as Schedule H, Part V because the trash can icon is so small and close to other icons.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It should be easier to add permissions for a group of internal, registered, users when setting up a new client in Account Management. How will thi...