K1x Ideas
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Status Shipped
Categories 990 Tracker
Created by Guest
Created on Jan 25, 2024

RELATED IDEAS

Package Printing

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Package printing of T-Letter, Filing Instructions, Federal & State Tax Returns; should be flexible enough to allow different firms & teams to choose how these are generated / output.

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 puts us in your shoes.

eliminates significant processing / administrative time in finalizing 990-series tax returns. 20-30 minutes per entity every year

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All firms, processors & tax teams working to finalize the client deliverable for their records.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.



Release Date Aug 22, 2024
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  • Guest
    Feb 28, 2025

    Love it!

    Reply
9 MERGED

Federal attachment for state returns

Merged
Either 1) automatically add the federal return to states requiring copies of the federal return, or 2) create a toggle screen that will allow users to specify what states you want to attach a copy of the federal return to. This could be achieved i...
over 2 years ago in 990 Tracker 0 Shipped
7 MERGED

Download all generated forms and attachments

Merged
From the Review & File Forms screen, it would be nice to be able to download a packet of all generated forms along with their attachments. This would be similar to printing accountants copy functionality in other tax software.
over 2 years ago in 990 Tracker 0 Shipped
1 MERGED

Print package

Merged
Describe your idea. The more information you provide, the clearer picture of your idea we will have. We love the new print package feature and understand that it is evolving. But we wanted to strongly encourage making states available to add and t...
about 1 year ago in 990 Tracker 0 Shipped
15 MERGED

Ability to bulk print all returns in a C-TRAC engagement

Merged
Want to be able to select all 990, 990-T, State Returns, etc. in one file when printing
almost 2 years ago in 990 Tracker 0 Shipped