All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Office Management screen - there is no way to sort the office listing by office name or state. The default sorting is random. The page only allows...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current 990 functionality requires users to scroll through all states (Part VI, Line 17) and foreign countries (Part V, Line 4b) to check boxes, b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We should be able to add supplemental information onto Part V where it belongs. Currently the only way to do this is by adding it on the textbox n...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Similar to full returns, extensions and all client deliverables should have filing instructions. How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ensure that when page 1 only is selected for the CA-199 submission, no other miscellaneous/unnecessary forms attach to the return (currently 3885 ...

Map Net Capital Gain Income into this line directly from Schedule D

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to move an investment out of a certain instance or copy it to a different instance. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the Instance and Investments screens, it would be very helpful to be able to customize which columns are listed, the order they are listed, and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In order to print the K-3 summary with the investment information, we must select "partnership information" for each part and section, and each en...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include information indicating which user uploaded which items and when (date/time stamp). Allow selection for multiple files to be downloaded at ...