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K1x Ideas
Status Shipped
Categories 990 Tracker
Created by Guest
Created on Mar 5, 2024
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit IDEA-I-384 C-TRAC Filing instructions (Form 990, Form 990-PF, Form 990-T, Form 4720) - Grammar and language.

Update Special Instructions on Fed/State Filing Instructions Merged

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

Please update the special instructions on the filing instructions to clarify client instructions.

Currently the instructions read:
"This return has been prepared for electronic filing. After you have reviewed the return for completeness and accuracy, please sign, date and return Form 990 to"

Please update to:
"This return has been prepared for electronic filing. After you have reviewed the return for completeness and accuracy, please sign, date and return Form 8879-TE to"

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.

This will help to prevent confusion from our clients and ensure successful filing of returns. This will also prevent users from having to manually edit the filing instructions outside of C-TRAC.

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.



Release Date Apr 18, 2024