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State Unrelated Business Income (UBI) Footnote Extraction

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...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Please add NY 200-V as a form we can use and print for our clients

Describe your idea. The more information you provide, the clearer picture of your idea we will have. NY 200-V is a commonly used payment voucher. This should be in EYTSEO for us to use. How will this idea help you and potentially others? Understan...
11 months ago in 990 Tracker 1 Ready to Plan

Be able to update user email without creating new ID

We have had several instances where a user's email address changed for one reason or another. For example, user got married, her email address changed due her last name change. When this happens, we have to make the original user INACTIVE and add ...
almost 2 years ago in All Products 0 Ready to Plan

Field Overflow Handling

Request: The ability to have CTRAC truncate a form field (as it is displayed on the government form) and add a statement to the return with the full detail of the field. Currently it will just put “(see statement)” in cases where the character lim...
almost 2 years ago in 990 Tracker 0 Ready to Plan

Fix spacing for line 13AE in Investment export report in K1 Aggregator (K1 Analyzer)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report. For right now it has an extra space between the line number and letters which...
about 1 year ago in 990 Tracker 0 Ready to Plan

State taxable income

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Improve reading of state taxable income on state K1s. For right now the system is reading every other line that doesn't make the report helpful. H...
about 1 year ago in K1 Aggregator 1 Ready to Plan

Users should not have access to every instance if not assigned to a group.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current behavior is if a user is provisioned but not explicitly assigned an access group they have access to all instances. How will this idea hel...
about 1 year ago in All Products 0 Ready to Plan

Allow for blank category code on manually entered K3 Foreign Source Other entry

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K3 Parts 2 and 3 have a column for Foreign Source Other (column E on part 2 and F on Part 3) with a category code line. Generally, this line is bl...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Diagnotics. We did not get a diagnostic where grants per return did not match grants on Sched A. Diagnostic should be implemented here.

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...
about 1 year ago in 990 Tracker 0 Ready to Plan

Remove country in Box G1 on Form 8865

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer - Form 8865 - General Information - G1 Name and address of foreign partnership (override): currently have to re-type in the foreign p...
about 1 year ago in K1 Aggregator 0 Ready to Plan