All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Should have a diagnostic when Part IX, Line 1 is less than the total grants on Schedule I, Part I. How will this idea help you and potentially oth...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to have a diagnostic that schedule M is not necessary for non-cash contributions under $25k How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Understanding the IRS response to e-file rejections in a layperson's view How will this idea help you and potentially others? Understanding how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 5471- Schedule H & J do not automatically populate. For example: Schedule J, Line 3 “Current year E&P (or deficit in E&P) (enter ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now the exchange rate and resulting calculations are all manually input. It would save time if the calculated fields based on the exchange r...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Overall, we found 990 Tracker diagnostics very weak (and they are only present for the Form 990). We had more rejected returns this 11/15 filing s...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Client does like the process needed to create an instance in K1 Aggregator and prep foreign forms. How will this idea help you and potentially oth...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In K-1 Analyzer, the line aggregates can be mapped to which lines on the return they correspond to. These mappings don't typically change year ove...

We need to fix the client role so that they can see the efile forms section but have options gray shaded or inactivated so they cannot do ANYTHING on this screen please.

This rule is in the 990-PF instructions: Instructions for Form 990-PF (2022) | Internal Revenue Service (irs.gov) Please see the “Comparing Part XV-A with Part I” section below. There are several values that need to match. If Part XV does not reco...