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K1x Ideas
Status Ready to Plan
Categories 990 Tracker
Created by Guest
Created on Feb 13, 2024

Add diagnostic for Schedule I, Part II grants exceeding the total reported on Part IX, Line 1

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

Currently, when the total of grants entered on Schedule I, Part II exceed the total of grants entered on Part IX, Line 1, no diagnostic is triggered.

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.

Having a diagnostic will help preparers and clients catch this simple error. This is a simple diagnostic that other tax softwares already catch.

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.

Preparers and clients.

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.

When total grants entered on Schedule I, Part II exceed the number entered on Part IX, Line 1, a data mismatch diagnostic should be generated.


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