All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. return to auto select the best tax rate How will this idea help you and potentially others? Understanding how things are done today, where the pai...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "List" which bring up a summation worksheet with three columns, description, amount, and prior...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "Insert/Delete Tick Mark" which adds or removes a little green check from the top right of the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to Tax Basis Report to include the following field: Book Basis. Also allow for bulk importing of external data so that Book ...

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...

Be able to calculate and create State Apportionment tables for investors

For additional partnership and partner information in scenario builder, it would be helpful to understand where on the tax form each line maps so I can understand where to enter data to get the expected output on the PDF. This has been built as a ...

In our old software there was a nifty checkbox that printed out the De Minimis Safe Harbor election ( Regulation Section 1.263(a)-1(f)) . It was a simple checkbox that a preparer can check and then it prints a form that is attached/included with ...