All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. PA K-1 - The Additional Information for each partner is not automatically checking NRK-1 vs RK-1 How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to insert allocation code in the footnote. How will this idea help you and potentially others? Understanding how things are done today, whe...

We need a general summary review that provides the reviewers all the information on one tab so reviewers do not have to enter the investment and go tab by tab. The “View Analysis” option does not provide all the information just portions of it. We...

For Large Organizations with a larger numbers of users. Admins/Upper Management should be able to run a report and provide details for their employees. See attached example.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Print the name of the facility instead of/ in addition to the number/letter of the facility is printing on Schedule H, Part V How will this idea h...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every calculated or read only locked field allows the option of overriding it to enter your own value How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An API call that returns an instance's investment listing page (not the digital K-1 info) How will this idea help you and potentially others? Unde...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have the option to export the Investment report in the format where the investments are located in columns and line items are in rows which...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is not possible currently on the CT 990T to manually make an overpayment be added to line 9a in order for a refund to carry forward to a future...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Deferred reports: Is it feasible to include a report detailing the differences between GAAP basis vs. tax basis and Statutory basis vs. tax basis ...