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K1x Ideas
Status Ready to Plan
Categories 990 Tracker
Created by Guest
Created on Feb 14, 2024

C-TRAC - Roll-over missing information

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

A lot of items that roll forward in CCH from year to year do not roll forward in C-TRAC. Check boxes, mission statements, schedule C, explanations that do not change. May the IRS discuss this return with the preparer shown above? Defalt is no, when it should be yes.

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.

Extra steps and extra time to review the PDF. And then if missed in the review and gets submitted the return would be incorrect. Team unsure if a diagnostic would be provided to prevent errors.

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.



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