All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import template is appending only. For example, Part 7 Schedule B. Also Schedule R. How will this idea help you and potentially others? Understand...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8 lines 6 - 10 net income/loss not flowing through to respective columns/ Part 8, Line 6 through line 10 totals are not showing in ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 990T, Schedule A - ability to export the data input to an Excel workpaper How will this idea help you and potentially others? Understanding how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Email notice that we receive to show the acceptance or rejection of the 8868 does not tell us if it's for a 990, 990T, etc. Therefore if you have ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to lock down client id for an instance and add an office field. How will this idea help you and potentially others? Understanding how thin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Enhance copy and paste logic in K-1 Analyzer. Client noticed that sometimes they can copy numbers from their K-1 PDF and paste it into K-1 Analyze...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Option to print the Page 2 K1 Codes with the federal K1s How will this idea help you and potentially others? Understanding how things are done...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add checkbox to to each jurisdiction for option to remove federal data from Partner Capital Account Analysis How will this idea help you and poten...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add column to the import template with sort order to sort by code How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the summary page, it would be great to have all the various state's filing thresholds listed (based upon the clients filing status) to compare ...