All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently on the Fed/State K1 tab, the calculation on Line 18 is confusing to users. It sums entries from 18a,18b, 18c instead of subtracting 18c ...

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. Update the user interface of CTRAC to be compliant with ADA standards How will this idea help you and potentially others? Understanding how things...

We would like the ability to copy an instance.

For all reports, add "Date K-1 Received" as a parameter/filter. I should be able to set a beginning date and ending date to filter to all K-1s within the dates I set. If either date are left blank, then they default to the January 1 (for beginning...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The paid preparer section, where information must be entered manually, exposes the possibility of errors. We would like defaults/and or a drop dow...

We build our estimates based off prior year data, including UBTI amounts. Rolling over UBTI data when you roll over taxable income would be helpful.

Have the ability to access the Investment by clicking on the Investment Name.

When you land on an instance page, it is difficult to click on the name of instance to access Investments. If you put your mouse cursor above or below the name, you can click, but you should be able to do this click when you put the cursor on the ...

We have a number of clients who are seeing their 990-T-reported investments start to generate income. We've had a few instances where clients do not have EFTPS set up at all yet and others who have tried and still have issues with it.