All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The idea is to for each return to have a unique ID and version number. Also, the ability to search by the unique ID. How will this idea help you a...

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. Currently, we already a tax software system that populates our K1s. We have to manually download each individual K1, save them to a directory and ...

Worksheet 5 – Our comment for Worksheet 5 is similar to our comment above regarding Worksheet 3. Is C-TRAC able to populate Worksheet 5 with net losses reported through the K-1 scan within K-1 Analyzer? When multiple investments are reported, does...

Worksheet 3 –Worksheet 3 is not populating within the Form 990-T module, even after the K-1 Analyzer is complete. We figured out how to add these amounts manually or by Excel import. However, is C-TRAC able to calculate and populate Worksheet 3 wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Map out matching logic for import into CCH Axcess to give clients the ability to test import How will this idea help you and potentially others? U...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently S Corp K-1s are minimally supported. Need to add deeper face page support, K-3 support (currently non-existent), and better state suppor...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Code S. Non-portfolio capital gain (loss) can be either be short term or long term. Please allow users to enter it in one or the other. How will t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part VII, VIII, IX, Part X. Other assets and other liability description carries over without the amount from prior year. How will this idea help ...

Map Net Ordinary Gain or loss directly from Form 4797, Line 17