Improvements in usability and accuracy of State Filing Instructions

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

1. State filing instructions

   1. Can we edit these filing instructions in the system to update for correct information, or additional information we would like to add? We are not looking for a manual update option.

   2. Useability is not easy. Multiple places to enter data to get these to populate and pull the correct data.

   3. Include federal and state payments and estimates in filing instructions or in the transmittal letter. We need a way to have this information pull automatically when applicable.

Overall, these instructions left wanting. The due dates and payments are not always accurate and we found them a bit more confusing than helpful to clients. (CA109 is an example)

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.

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.

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.

State Module was designed to have 1 filing instruction sheet per state and not per state form. So the challenges clients are running into is generating filing instructions for both a UBIT Form (ie IL990-T) AND an AG form (ie IL AG990), which may have different due dates