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New York Date of Incorporation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is a field in the state module < New York < General Information called "Date business began in NYS:____". This description does not ac...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Lacking diagnostics for Part 7

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is no diagnostic to tell you there is conflicting information between what's listed in part 7 section A and the number that is on line 2 How...
over 1 year ago in 990 Tracker 0 Ready to Plan

C-TRAC - Roll-over missing information

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A lot of items that roll forward in CCH from year to year do not roll forward in C-TRAC. Check boxes, mission statements, schedule C, explanations...
over 1 year ago in 990 Tracker 0 Ready to Plan

Better description in acceptance email.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Email notice that we receive to show the acceptance or rejection of the 8868 does not tell us if it's for a 990, 990T, etc. Therefore if you have ...
over 1 year ago in 990 Tracker 0 Ready to Plan

Ability to lock down client id for an instance and add an office field.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to lock down client id for an instance and add an office field. How will this idea help you and potentially others? Understanding how thin...
over 1 year ago in K1 Aggregator 1 Ready to Plan

Executive compensation diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a diagnostic for any compensation reported over $1 million on Form 990, Part VII and a "no" answer to Form 990, Part V, line 15. How will this...
over 1 year ago in 990 Tracker 0 Ready to Plan

Validate e-file steps required for VA

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Declaration for state extension and filing – we are concerned about this verbiage. This has never been a practice of ours in Profx. How will this ...
over 1 year ago in 990 Tracker 0 Ready to Plan

Schedule J Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a diagnostic when total compensation on Part VII is greater than $150k and Schedule J is not completed. How will this idea help you and poten...
over 1 year ago in 990 Tracker 0 Ready to Plan

Schedule B Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a diagnostic when total contributions on Schedule B are more than Part VIII, Line 1h How will this idea help you and potentially others? Unde...
over 1 year ago in 990 Tracker 0 Ready to Plan

Add full instructions for each schedule to the resources tab

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add'l instructions needed How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how ...
over 1 year ago in 990 Tracker 0 Ready to Plan