All ideas

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...

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. Deferred reports: Is it feasible to include a report detailing the differences between GAAP basis vs. tax basis and Statutory basis vs. tax basis ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allow for commas to be used in address lines How will this idea help you and potentially others? Understanding how things are done today, where th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add an option to allow "various" dates when the date of transfer varies. How will this idea help you and potentially others? Understanding how thi...