All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For the import/export, add a feature to append or replace on import so that original data does not need to be deleted first before import. This wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to have diagnostics print in the PDF of the return (create an accountant copy) as this would be helpful in reviewing returns How will t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have account copy and client copy of the return option on 990 Tracker. How will this idea help you and potentially others? Und...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We'd love to have signature section on the cover letter of 990 Tracker. How will this idea help you and potentially others? Understanding how thin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding K-2 information in K-1 Navigator, the navigation between sections can be difficult because of the volume of separate sections in the n...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rather than having to ensure I've calculated all slices for which I'd like to view a report, I'd like the Schedule K-1 Report to calculate automat...

Unable to add XLSM files to EYTSEO. Please allow upload for these file types.

Currently can only see current year % for Schedule H, Part I, Line 7 table and Part II table. Please add prior year % as a point of reference for clients.

On import templates where there is a description column, in the header, we need character limitation for clean printing/IRS efile schema.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send K-2 and K-3 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding how things a...