All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding the client ID to the usage report. How will this idea help you and potentially others? Understanding how things are done today, where the p...

It would be helpful - either under State module general information, state specific general information or on the state forms to allow input of direct deposit information. Not all states have a place for this, but for the ones that do, we have to ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Map out matching logic for import into CCH Axcess to give clients the ability to test import How will this idea help you and potentially others? U...

Can you add a feature where we can import/export the Rental Income detail by address on the 990-T's Schedule A, Part I, Line 7? It would greatly reduce manual data entry and help for our clients with a large portfolio of rental properties.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Report consistency and improvements Report on this page is delimited by arrows and weird characters and is not as nice How will this idea help you...

For Large Organizations with a larger numbers of users. Admins/Upper Management should be able to run a report and provide details for their employees. See attached example.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Print the name of the facility instead of/ in addition to the number/letter of the facility is printing on Schedule H, Part V How will this idea h...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to suppress certain investment information items from flowing in to the return. The item that most often comes to mind is the ownership bo...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule Q fields h(1) and h(2) labels are very small and hard to read. Consider making font bigger and abbreviating if necessary to enlarge. How ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Increase the font size on Schedule Q 1a(2) label - it is hard to read How will this idea help you and potentially others? Understanding how things...