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990-EZ Create a diagnostic when net assets do not reconcile

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Net assets on 990-EZ Pt. I line 21 are required to agree to net assets on Pt. II, Line 27 col. B. There should be a diagnostic for when these figu...
over 1 year ago in 990 Tracker 0 Shipped

Form 8865 Footnote Reading

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...
over 1 year ago in K1 Aggregator 1 Shipped

Bulk Editing the Status Column

After reviewing the K-1 information from the export in Excel, it will be helpful to change the K-1 status all at once to the next level.
about 2 years ago in K1 Aggregator 1 Shipped

K-3 - Add US as a Jurisdiction for K-3

If K-3 with US jurisdiction gets read, the jurisdiction is blank. Users can also not manually add US as jurisdiction (not in drop down)
about 2 years ago in K1 Aggregator 1 Shipped

C-TRAC: Remove Add User Button

Describe your idea. Hide the Add User button in C-TRAC: Basic Data -> Permissions. How will this idea help you and potentially others? A client mentioned that they are concerned with the Add User feature in C-TRAC's User Interface. The client s...
about 1 year ago in 990 Tracker 0 Shipped

State K-1 Reading

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...
over 1 year ago in K1 Aggregator 0 Shipped

Form 8886 Footnote Reading

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...
over 1 year ago in K1 Aggregator 0 Shipped

Form 8621 Footnote Reading

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...
over 1 year ago in K1 Aggregator 0 Shipped

Form 5471 Footnote Reading

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...
over 1 year ago in K1 Aggregator 0 Shipped

Import K-1 and K-3 Data from Analyzer into Navigator

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...
over 1 year ago in K1 Creator 0 Shipped