All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, there is no telling which lines, footnotes from the federal k-1, k-3, and each state K-1 is ready by the software. We need a detailed e...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When exporting the K-3 for all investments I see that investment name and EIN are included in the export, but some investments are foreign and don...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. NY 200-V is a commonly used payment voucher. This should be in EYTSEO for us to use. How will this idea help you and potentially others? Understan...

Create one menu to add additional forms to the 990-T such as Form 8949, Schedule D, Schedule O, Form 8990, etc. instead of finding the appropriate question/line to check the box.

We have had several instances where a user's email address changed for one reason or another. For example, user got married, her email address changed due her last name change. When this happens, we have to make the original user INACTIVE and add ...

It would help users, support teams if/when there are problems with the import template from excel Currently if there are any issues, nothing is shown and no Investments are added to the Instance. It would be helpful to have an error logging system...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Separate reporting for beginning and ending liabilities from K-1s, rather than modifying the "K-1 Comparison" report to extract the information. H...

All required fields should be in YELLOW. To make it easier for all users who use this template. Required fields should be in Yellow for ease of use. Instance Name (Organization Name) Investment Name Entity Type Partnership EIN Partners Identify nu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to have the ability to export the list of users and what their permissions are by client/engagement. How will this idea help you and po...

Request: The ability to have CTRAC truncate a form field (as it is displayed on the government form) and add a statement to the return with the full detail of the field. Currently it will just put “(see statement)” in cases where the character lim...