Skip to Main Content
K1x Ideas
ADD A NEW IDEA

All ideas

Showing 208

Include "Check All" option for longer lists of Y/N entries

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990 includes several sections (Part IV, Sch. F Part IV, etc.) that are longer lists of Y/N questions. Include a "Check All" box like the one ...
about 1 year ago in 990 Tracker 0 Community Review

Return Reference - Identifiers

Idea: Consistency in how Return References and Identifiers populate (with less variability and manual entry) and an easy way to get them in the correct order on each Schedule. How will this idea help you and potentially others? Easier for the read...
5 months ago in All Products 1 Community Review

Ability to Clear Estimate/Actual Selection

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you rollover an instance, it doesn't clear out the Estimate/Actual selection. It would be nice to be able to clear that out, as sometimes you...
12 months ago in K1 Aggregator 0 Community Review

Preparation of Form 8882 to flow to Form 3800 and Form 990-T

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to propose an enhancement to K1x that allows users to Prepare Form 8882 and be able to e-file the Form 8882 and for the amounts to f...
7 months ago in 990 Tracker 0 Community Review

Schedule F, Part I, Line 3 attachments - make optional

EYTSEO is generating an attachment to show the method of accounting chosen for each line entered. We want to continue to have this information completed in the tool but would like to have the disclosure optional. Please offer a checkbox or button ...
about 2 years ago in 990 Tracker 1 Community Review

990, Part VII List Automatically Sorted

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be VERY helpful to have individuals saved in order as entered on Form 990, Part VII. The manual sort gets the job done, but is very tedio...
about 1 year ago in 990 Tracker 0 Community Review

Form 990, Part VII - Statement Ordering

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We have received a lot of feedback regarding the Part VII statement that prints after Part XII when there are more than 25 individuals on Part VII...
4 months ago in 990 Tracker 0 Community Review

C-TRAC - Display the sum of contributions on Schedule B

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If the total in schedule B is greater than line/part H in Part VII for contributions, then there is problem with schedule B. Showing the total num...
over 1 year ago in 990 Tracker 0 Community Review

Functionality: Ability to track and manage transfers of interest

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transfers could be issue – more of an internal note – we have a lot of transfers of interests How will this idea help you and potentially others? ...
over 1 year ago in K1 Creator 0 Community Review

Client User Experience within the 990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The idea aims to enhance the Client Experience within the 990 Tracker by introducing several key features: Customizable View for Clients: Clients ...
10 months ago in 990 Tracker 0 Community Review