All ideas

Almost all K-1s include 18C in the Net Income (Loss) section on Item L. It would be phenomenal if a green check could still be used to indicate a successful tie between K1 items and Net Income on item L even on a K1 where nondeductible amounts are...

When K-1s are extracted, K-1 Reader looks for specific footnotes or details to extract. In addition to extracting specific footnotes, it should also extract the full detail of the footnotes and statement detail. This would allow it to eventually b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Allocation codes are automatically sorted alphabetically based on allocation code. This flows through to the export when exporting allocation codes. If a separate work paper is being used to track allocation codes, it makes it difficult to match u...

Need additional enhancements to the investor export and import workflow in order to make working with investors in projects more efficient: Bulk delete option on the Project > Project Investors page Ability to delete investors that are linked t...

Similar to how in here (Aha) you can add and manage images, do that in the footnote builder modal. This would allow people to create customer cover letters by uploading company logos, and even signature image files.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The creation of a "public disclosure copy" of the Form 990 was functionality in our existing 990 Tracker product. I believe this is essentially th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. "Instructions state (BT comments capital letters): Line 3a. See the organization’s tax return and its instructions to estimate the amount of te...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. "**See attached PDF filing instructions with BT notations** Form 990-T shows a tax due but the value is not auto flowing to the filing instructio...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Sections without data should be greyed out streamline the review of applicable sections. How will this idea help you and potentially others? Under...