All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The user interface for adding capital accounts, activities and scenarios don't seem like they need a full screen for these categories thus adding ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The paid preparer section, where information must be entered manually, exposes the possibility of errors. We would like defaults/and or a drop dow...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Capital gain/loss OR 1231 gain/loss (can’t remember which one seems to have this presentation issue) shows up in the proceeds columns of the Form ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule G, Part II & III – We would like the numbers to automatically pull into Part VIII. How will this idea help you and potentially others...

We build our estimates based off prior year data, including UBTI amounts. Rolling over UBTI data when you roll over taxable income would be helpful.

We need to fix the client role so that they can see the efile forms section but have options gray shaded or inactivated so they cannot do ANYTHING on this screen please.

Currently, there is not a way to adjust formatting on the face of the K-1. A user should have the ability to format line items as leading zeros within percentages, the ability to display "SEE STMT", and upper case options.Within the footnotes, an ...

This rule is in the 990-PF instructions: Instructions for Form 990-PF (2022) | Internal Revenue Service (irs.gov) Please see the “Comparing Part XV-A with Part I” section below. There are several values that need to match. If Part XV does not reco...

If Part XV does not reconcile to Part I in the system, this does not trigger a diagnostic or validation error. Please create a diagnostic to be triggered when this happens. Other software including Go System will not allow you to proceed when this...

In the template to add your investments.(Column B - Entity types (Required) ) should include the same list of what is found in the app under Manage Investments > Edit Investments > How is this entity treated for U.S. tax purposes? See image.