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Add AG990-IL

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the Illinois form AG990-IL. While this form doesn't calculate UBI, there is so much information that pulls from the federal form. How will thi...
over 1 year ago in 990 Tracker 1 Already exists

State Tax Data Exports (Remaining Jurisdictions)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Mapping of extracted K-1 data from remaining state forms (all states with a K-1 form other than CA, PA, NY, WI, MN, NJ, IL, MA, AZ, and OR which w...
over 1 year ago in K1 Aggregator 0 Ready to Plan

K1 Creator Select Investors UI Improvements

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make it easier to select Investors Issue: Checkboxes are not available until "All Investors" option is selected which is inconvenient and frustrat...
over 1 year ago in K1 Creator 0 Validating

Audit trail for locking & editing investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Admin rights to lock and unlock investments. Also audit trial for viewing and editing an investment by multiple users. How will this idea help you...
over 1 year ago in K1 Aggregator 0 Will not implement

New York Date of Incorporation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is a field in the state module < New York < General Information called "Date business began in NYS:____". This description does not ac...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Lacking diagnostics for Part 7

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is no diagnostic to tell you there is conflicting information between what's listed in part 7 section A and the number that is on line 2 How...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC Part 7, section A line 2 Part 7, section B line 2 do not automatically calculate

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In Axcess these automatically calculate and also have an override feature How will this idea help you and potentially others? Understanding how th...
over 1 year ago in 990 Tracker 0 Community Review

C-TRAC Statement Presentation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Font is smaller than what CCH presents, CCH spacing is bigger. Clients already complain that CCH versions are hard to read due to small text. How ...
over 1 year ago in 990 Tracker 0 Will not implement

C-TRAC Filing instructions (Form 990, Form 990-PF, Form 990-T, Form 4720) - Due date pulling to the filing instruction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Filing instructions currently presents the original form due date even if we an extension has been filed. C-TRAC needs to understand in time if we...
over 1 year ago in 990 Tracker 0 Already exists

C-TRAC - Roll-over missing information

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A lot of items that roll forward in CCH from year to year do not roll forward in C-TRAC. Check boxes, mission statements, schedule C, explanations...
over 1 year ago in 990 Tracker 0 Ready to Plan