All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When there are no silo's added to Schedule A of the Form 990-T edit screen, the 990-T core form should be blank. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On multiple Schedules it just says 'SEE STATEMENT' without saying where it's going on the return. On Schedule L Part IV, it says see statement ins...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH Axcess anyone can roll forward a return without being an admin How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recent returns that you worked on, you have to search instead of populating. Manually searching for entity name, each time we'd like to open a ret...

When working with clients who have multiple users/departments completing sections of a return or group of returns, recalling who has access and to what part of a return can be a challenge. It would be a great feature to be able to run a report for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Calculate penalties and interest How will this idea help you and potentially others? Understanding how things are done today, where the pain is, a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, you are not able to upload or type in demographic data if a partnership is foreign based (i.e. a LP with a TIN and a UK address) How wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We need to add an engagement code filter to the dashboard and basic client info. It is only in the Account Management side. How will this idea hel...

I think a helpful feature for the master compensation tool would be a new column that indicates that a person is paid by a related organization. I have several people that appear on multiple returns, but they are only compensated by one entity. Wh...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change of a principle officer form is missing from C-TRAC. Form 8828B How will this idea help you and potentially others? Understanding how things...