All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. From the Hartford with complex basis requirements, make the contribution and distribution fields editable like tax adjustments is. Continue to pre...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prompt a user when a new K-1 is being created from the bulk drag & drop, or ask the user if the match is ok if a certain confidence level on a...

Whether it's a digital K-1 from K-1 Navigator or an extracted K-1 from K-1 Reader, K-1 Analyzer should display the full footnote and statement detail for the K-1.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Addresses are printing in a much smaller font making it hard to read and looks inconsistent and where too big still it says See Statement and the ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make the following changes to the filing instructions feature: 1) Make all text upper/lower case for consistency 2) Better presentation in ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. After we filed the extension, the extended due date should populate on top of the form 990, page 1. Currently, CCH has the option to make this dis...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When making the selections in the paid preparer module there are defaults for the office and paid preparer. For office it seems to be coming from ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding an office, the EIN field does not have validation or hint text on how to enter. As an EIN is NN-NNNNNNN the natural inclination would ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the efile management export more simple so we can easily add filters to is. How will this idea help you and potentially others? Understanding...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Mapping of extracted K-1 data from remaining state forms (all states with a K-1 form other than CA, PA, NY, WI, MN, NJ, IL, MA, AZ, and OR which w...