All ideas

In certain circumstances, the amounts in Box 20P can be considered taxable income and/or unrelated business income. This can be seen in certain K-1 footnotes. A checkbox for Box 20P to include the amounts in either taxable income or UBI would be t...

Various functionality related to composite and withholding elections and calculation which may include: Gathering investor data to determine eligibility Generating required forms and distributing to investors Collecting investor signatures Calcula...

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

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Request for a dropdown button allowing users to toggle between the INSTANCES WITHOUT having to click on the HOME page. Suggested location of the d...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Is there not a way to have a page auto-scroll when tabbing between entries? It would be nice to have the page scroll along with you as you tab you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a feature to update statements flowing from the 990-T appropriately for CA 109 purposes. It shouldn't have references to the 990-T because it ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to have additional filters in the E-file management screen as we have many offices and e-filers. Also add the history of who did t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The State UBI report does not factor in the state apportioned UBI into the total state UBI. The total UBI is currently only reflecting the state a...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When the website is about to time-out, the user should receive a 5-minute warning via a pop-up to confirm they are still using the website. If no ...