All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Periodically clients of accounting firms will change firms for a new tax year. When this happens, the new firm often requests client data be trans...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule H, Part I, Line 7 & IRS Worksheet Import Feature How will this idea help you and potentially others? Understanding how things are don...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Automated notifications to new users once initial access if provided 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. Ability to have a line item be mapped to multiple different areas within the return. For example - 13H Investment Interest Expense amounts for the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When downloading the 5471's in bulk in previous years, the naming convention would stay. Example: 5471-Red, 5471-Blue, 5471-Yellow. Currently when...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to have a sentence on the filing instructions that automatically populates with the amount of undistributed income for the current y...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make the Return ID field a column in the user dashboard How will this idea help you and potentially others? Understanding how things are do...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Option to suppress or print CA Form RRF-1 from package printing. Currently, it automatically populates the form and prints it so an option to supp...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is a need for customized footnotes that address the partner or need to have variable text-based statements used similar in fashion to the al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When having two K-1 Analyzer "environments" with the same clients, the add instance button is disabled. We would like the ability to add instances...