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K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Nov 19, 2024

Add the ability to export the return tracking information.

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

Would like the ability to export the return tracking information.

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.

We are asked to provide support both for what we have been working on and proof that all returns have been extended and/or filed. We currently use a google sheet to track of all of our returns and the status so we have it all in one place. It would be nice if we could export directly from the software to have support that everything was actually filed that needed to be that we could send on to our leaders so that they are comfortable that everything that needs to be completed has been completed.

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.

This exported information would provide upper management with a comfort level because they could see without logging into the software (which they don't do) that everything is completed. It also would provide support the quantity and type of work that we are doing.

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.

I would think that the information could be exported to excel.


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