All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Working on a project with investors who invest in multiple entities, they often have different partner numbers in each entity. However, partner nu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For K-1 lines like 20A/B, the system should automatically calculate the total for that lines because it's driven from data I've already entered. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The instructions for Form 990, Part III say that Program Service Revenue: "includes program service revenue reported on Part VIII, line 2, column ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a functional (read easy-to-use) import for Federal and State line item data. How will this idea help you and potentially others? Understandin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For most clients we need to lock down the financial sections when it is rolled over to the next year. How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On due date tracker, add a way to filter not only by dates, but also by signer and/or location so that it can easily be filtered down to different...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like 990 Tracker to produce filing instructions for federal estimated taxes (worksheet 990-W). We need to rely on filing instructions for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is only space for 2 banks, but many clients have 3 or more that we need to be able to list. We are currently getting around this as follows,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. No final prompt for e-filing – “are you sure you want to file” allows us to accidentally file something that should not be filed. This option allo...

It would be nice to be able to do some benchmarking reports on our 990EZ's as well as 990Ts. Sometimes just running a report and looking at all entities at the same time can be helpful in catching things prior to filing.