All ideas

Usability improvements to the Allocations and Analysis view and calculations: Current investor sort is alphabetical by first name. Need to add sort options for last name and partner number. Need a button on the Allocations and Analysis view to for...

Need the ability to export Additional K-1 Information for the entire scenario and be able to import it back. Expected behavior would be to only include the enabled jurisdictions when exporting/importing. Could do something like a tab per jurisdict...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When there are no silo's added to Schedule A of the Form 990-T edit screen, the 990-T core form should be blank. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Calculate penalties and interest 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. Currently, you are not able to upload or type in demographic data if a partnership is foreign based (i.e. a LP with a TIN and a UK address) How wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Working on a project with investors who invest in multiple entities, they often have different partner numbers in each entity. However, partner nu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For K-1 lines like 20A/B, the system should automatically calculate the total for that lines because it's driven from data I've already entered. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a functional (read easy-to-use) import for Federal and State line item data. How will this idea help you and potentially others? Understandin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is only space for 2 banks, but many clients have 3 or more that we need to be able to list. We are currently getting around this as follows,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have account copy and client copy of the return option on 990 Tracker. How will this idea help you and potentially others? Und...