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K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Jun 27, 2024

990 Larger Lists: States & Countries

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

Current 990 functionality requires users to scroll through all states (Part VI, Line 17) and foreign countries (Part V, Line 4b) to check boxes, but only shows 5-6 boxes at a time. Very inefficient to scroll through hundreds of countries to check the 10-15 (e.g.) needed. Why not have those large checklist be pop-out boxes, allowing users to see all countries at once, check what you need without having to scroll through literally every country 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.

Significant efficiency boost for returns with moderate activity in state reporting and/or foreign bank accounts.

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.

990 preparers with larger and/or global clients / organizations.

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.

For each of the 2 sections mentioned, just create a pop-up or pop-out instead of a scroll list. Why can't all states/countries be visible in one large box/table so users can quickly check boxes and move on?


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