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Include activity number and separate activity info on digital K-1 json

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include activity number on digital K-1 json How will this idea help you and potentially others? Understanding how things are done today, where the...
7 months ago in K1 Aggregator 0 Validating

Develop CCH K-2/K-3 Mapping (Via Template or API)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to map to the CCH K-2 import template so we can immediately see results for importing K-2 level data into a partnership return in CCH Axcess....
about 1 year ago in K1 Creator 0 Validating

199A, Line 20Z

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entered 199A information on line 20Z and it added up the income and UBIA information instead of “see statement” for additional detail How will thi...
about 1 year ago in K1 Creator 0 Validating

Legal Entity Naming/ID/Uniqueness

Cant have last name with a first name – issue for entities
over 2 years ago in K1 Creator 0 Validating

Schedule I Grants reported at $5,001 and above

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allow all grants to be entered into the software even those below $5,000 and the software only includes those at $5,001 and more. How will this id...
11 months ago in 990 Tracker 0 Validating

Attach PDF e-file attachments to multiple jurisdictions at 1 time

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When attaching Form 990-T in the e-file attachments, having the ability to attach the same 990-T to multiple states at 1 time vs. needing to click...
4 months ago in 990 Tracker 0 Validating

990-EZ diagnostic triggered when Assets do not equal Liabilities + Net Assets

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is no 990-EZ diagnostic when Total Assets (Line 25) does not equal Total Liabilities (Line 26) + Net Assets (Line 27) How will this idea hel...
8 months ago in 990 Tracker 0 Validating

Schedule H, Part I, Line 2 - allow for unchecking boxes when mistakes are made.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently in Schedule H, Part I, Line 2, when you check a box you cannot uncheck it if you made a mistake. You can check other boxes but not remov...
9 months ago in 990 Tracker 0 Validating

Schedule H, Part V, Section B

Unable to add numbers of hospital facilities at the top of page. Per IRS instructions - Section B requires reporting on a hospital facility by hospital facility basis. The organization must complete a Section B for each of its hospital facilities ...
about 2 years ago in 990 Tracker 0 Validating

Get withholding and composite taxes paid on the state taxable income input summary under the reports and exports summary

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Get withholding and composite taxes paid on the state taxable income input summary under the reports and exports summary How will this idea help y...
about 1 year ago in K1 Aggregator 0 Validating