All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are a few required columns in the Aggregator import template scattered throughout the sheet in-between non-required columns. They are easy t...

Some uploads will error and get stuck on processing for up to 24 hours essentially causing an upload lockout. When the batch is done it will return an error status. Allowing users to manually stop a batch from the K1 Upload Manager screen would al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, PY narratives contain weird spacing issues that have to be identified/deleted after they are copied/pasted to current year. Would love ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When a template is exported from 990 Tracker, it would be helpful if a name or initials or other identifier for the client would populate as part ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can the Sch K prior year carryover amounts (for each of the preceding 10 years) be carried forward each year so we don't have to manually enter th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Forms 8949, one for each silo. Currently there is only one 8949 and we have to get additional Forms from the I...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Schedules D, one for each silo. Currently there is only one Schedule D and we have to get additional Forms fro...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Forms 4797, one for each silos. Currently there is only one 4797 and we have to get additional Forms from the ...

Break the Master Compensation dependency if it is not needed for certain entities. There are times in which not all entities would need to be part of master comp. Please offer the ability to select the entities for master comp and without master c...

We would like to be able to see the user name that set up an account, an organization, an engagement, a user and granted access. And the person that made changes to a set up.