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K1x Ideas
Status Validating
Categories 990 Tracker
Created by Guest
Created on Feb 13, 2024

CA 3509 PDF PDF Correction

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

When CA 3509, Part I, Line 2 is checked "no" and a narrative is entered related to legislative activities in Part II, Line 3, the PDF of the return prints blank for two items.

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.

In order to provide a PDF for client review, I have to manually adjust the PDF and create a statement to match what is reported on the return. This adds a lot of unnecessary time to the preparation of the return.

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.

Tax preparers who have clients with lobbying activities (like large universities) in California need to be able to prepare this return for client review/approval.

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.

This is an issue that other tax prep softwares do not have. Please just fix it.


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