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K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Apr 2, 2024

Include "Check All" option for longer lists of Y/N entries

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

Form 990 includes several sections (Part IV, Sch. F Part IV, etc.) that are longer lists of Y/N questions. Include a "Check All" box like the one available for checking states when available.

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.

It's much easier to "Check All" and then uncheck specific items as applicable. From a client's perspective, if they have minimal activity, they might have to check the "no" box 30 times and the "yes" box less than 5 times. Will save a lot of extra clicks. I know that this opens up the risk of not comparing PY to CY, but not much more than that risk already exists regardless of the process.

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 entering information into 990. Could likely be applied to other forms with longer lists.

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.

Just add helpful "select all" type boxes anywhere there a large list. "Check All Yes" and/or "Check All No"; seems like a simple improvement. The "Check All" on state listings is fantastic. Much easier to check all and then uncheck 4 states, rather than checking the box(es) 46 times to populate.


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