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K1A Group Management: Need ability to assign to existing groups at instance setup

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When setting up an instance, add a dropdown features that allows immediately assigning that instance to existing groups and make it a required fie...
12 months ago in K1 Aggregator 0 Validating

Ability to Clear Estimate/Actual Selection

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you rollover an instance, it doesn't clear out the Estimate/Actual selection. It would be nice to be able to clear that out, as sometimes you...
12 months ago in K1 Aggregator 0 Community Review

Add Form 8991 to C-TRAC 990-T Module

This form is required for controlled groups with $500M or more gross receipts. Many large exempt org groups files this as a protective measure
over 2 years ago in 990 Tracker 2 Already exists

When K1x Analyzer pushes K-1s into CCH only activity number, it does not bring in Partnership Name, EIN, Address.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please improve Analyzer to CCH integration to improve what goes over to CCH from Analyzer. The lower-tier partnership Name, EIN, Address need to b...
over 1 year ago in K1 Aggregator 1 Ready to Plan

Suppress Schedule D when not required

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An organization included in consolidated, independent audited financial statements for the tax year answers "yes" to Form 990, Part IV, Line 12b. ...
about 1 year ago in 990 Tracker 1 Ready to Plan

Schedule F, Part I, Line 3 attachments - make optional

EYTSEO is generating an attachment to show the method of accounting chosen for each line entered. We want to continue to have this information completed in the tool but would like to have the disclosure optional. Please offer a checkbox or button ...
about 2 years ago in 990 Tracker 1 Community Review

Form 990, Part VII - Statement Ordering

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We have received a lot of feedback regarding the Part VII statement that prints after Part XII when there are more than 25 individuals on Part VII...
4 months ago in 990 Tracker 0 Community Review

CA 3509 PDF PDF Correction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When CA 3509, Part I, Line 2 is checked "no" and a narrative is entered related to legislative activities in Part II, Line 3, the PDF of the retur...
over 1 year ago in 990 Tracker 0 Validating

990, Part VII List Automatically Sorted

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be VERY helpful to have individuals saved in order as entered on Form 990, Part VII. The manual sort gets the job done, but is very tedio...
about 1 year ago in 990 Tracker 0 Community Review

Separate Federal K-1, State K-1s, and K-3 Upload in K-1 Analyzer

Users would like the ability to upload separate Federal, State, and K-3 PDFs for a single investment in K-1 Analyzer.
over 3 years ago in K1 Aggregator 1 Planned