K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Currently in Part III, you have to manually enter the amount that will be credited forward. Most instances, 990-T overpayments will be credited and the return changes frequently. We were hoping for a setting that can be checked and the overpayment will automatically update each time tax due changes. Then if we are refunding any, that can be the manual input and the credited forward would still continue to be automatic. Other settings could include showing overpayment used to cover estimates, etc. |
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. |
Less errors and time updating the overpayment to be credited to the next period. |
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 Reviewers |
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. |
This could be a setting or a button in the Part III area or even in General Information. |