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CA 109 add Form CA 3805Q to CTRAC

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please include Form CA 3805Q when preparing CA 109 so it does not need to prepared out of CTRAC and attached. It is the NOL schedule and CTRAC sho...
about 1 year ago in 990 Tracker 1 Planned

Ability to efile SC-990T

We need the efile option for SC990T. If you owe $15,000 or more in connection with any SCDOR return, you must file and pay electronically according to SC Code Section 12-54-250.
about 2 years ago in 990 Tracker 1 Will not implement

Exclude forms in CA-199

Provide an option exclude forms that are not needed (such as Forms 3509 and 3586) when printing Form CA-199.
about 2 years ago in 990 Tracker 0 Ready to Plan

Add OR-20-INC (efile required)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our clients are filing OR 20 INC more than the OR 20. Please make the OR 20 INC available in the tool. This form is required to be efiled too. How...
7 months ago in 990 Tracker 0 Validating

C-TRAC - Display the sum of contributions on Schedule B

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If the total in schedule B is greater than line/part H in Part VII for contributions, then there is problem with schedule B. Showing the total num...
about 1 year ago in 990 Tracker 0 Community Review

Offer alpha sorting in Office Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Office Management screen - there is no way to sort the office listing by office name or state. The default sorting is random. The page only allows...
4 months ago in 990 Tracker 0 Community Review

Client User Experience within the 990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The idea aims to enhance the Client Experience within the 990 Tracker by introducing several key features: Customizable View for Clients: Clients ...
10 months ago in 990 Tracker 0 Community Review

Functionality: Ability to track and manage transfers of interest

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transfers could be issue – more of an internal note – we have a lot of transfers of interests How will this idea help you and potentially others? ...
over 1 year ago in K1 Creator 0 Community Review

990 Larger Lists: States & Countries

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current 990 functionality requires users to scroll through all states (Part VI, Line 17) and foreign countries (Part V, Line 4b) to check boxes, b...
12 months ago in 990 Tracker 0 Community Review

Form 990-T custom heading

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We have clients who file Form 990-T solely to attach a foreign filing such as Form 5713 or Form 5471. In these instances, our prior software provi...
12 months ago in 990 Tracker 0 Validating