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K1x Ideas
Status Ready to Plan
Categories 990 Tracker
Created by Guest
Created on Mar 20, 2024

Improvements to filing instructions feature

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

Please make the following changes to the filing instructions feature:

1) Make all text upper/lower case for consistency

2) Better presentation in the Prepared For section, please move city, state, zip to bottom line to print together and not wrap.

3) Due date: Please offer an override field for this. There are times when this is not prepared in EYTSEO (example: client files extension).

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.

thank you for adding filing instructions. Just a couple of comments please to make these more useful and useable.

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.

All users

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.



  • Attach files