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Allow for Various Transfer Dates for Form 926

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For Form 926-Direct -- Return by a U.S. Transferor of Property to a Foreign Corporation When there are various transfers, the final date of the ye...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Add variance amounts to diagnostics

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Diagnostics just show when a return is not balanced (i.e. BS). Since C-TRAC has great built-in calculations, why not include the amounts in the di...
over 1 year ago in 990 Tracker 0 Ready to Plan

Import/Export Foreign Transfers

When editing an investment and on the Foreign Disclosure Forms, users need to be able to import/export the foreign transfers for each form type.
over 3 years ago in K1 Aggregator 0 Ready to Plan

Create Reclasses & Add Activities

I do like the ease that it looks like you can create reclasses and add activities. Is there an ability to import activities that have already been set up?
over 2 years ago in K1 Aggregator 0 Ready to Plan

Account Management: Add Engagement Code & Client Code fields

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Additional fields in 990 Tracker account management to allow for firm-level reporting and tracking of accounts & organizations. How will this ...
over 1 year ago in All Products 0 Ready to Plan

Update roles to make access more applicable to firm addition

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The roles and descriptions still fit the old Ctrac for Crowe use. The roles need to be updated and modified for the firm edition. (See Service Req...
about 1 year ago in All Products 1 Ready to Plan

K1A: When entering line item details, keep labels as a dropdown like tagging feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. That way users can define custom line items that are applicable across all investments and select from the dropdown vs. having to re-type investme...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Integrations - Options to Include/Exclude State K-1 Data

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 Ready to Plan

input screen for parent corporation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have one input spot per instance to populate the parent corporation so it can be populated on each required disclosure. How will this idea help yo...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Rule Builder for Automatic Reclassing

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A rule builder where rules can be created to automatically reclass certain lines when a K-1 is read. How will this idea help you and potentially o...
over 1 year ago in K1 Aggregator 1 Ready to Plan