All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I understand (and prefer) shrink to fit, but why are there some other variables? Our EIN and address are bolded and/or different fonts (look at th...

Adding rollover functionality to foreign forms will save a lot of time and ensure error-free work

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Pass-through(Investment) Name should not be a consideration for matching How will this idea help you and potentially others? Understanding how thi...

Similar to CTRAC forms, where the view PDF button opens up a new web tab, and is able to be refreshed to reflect any updates in CTRAC, it would be nice to have this functionality with K1A foreign forms. That way when preparing and clearing comment...

Currently, K-1 Reader IDs the form received as a duplicate when the following fields are identical: Partnership name EIN Partner EIN Requesting that K1R be able, in a partnership, to have the same info in the 3 fields listed above in two different...

On several of the state specific e-file authorization forms along with the generic 8879-SO, the client information does not map to the PDF and must be input manually. It would be nice to have this information populated as it is on the Federal 8879...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Another access level that restricts internal users from being able to access Account Management side but able to rollover clients, add client user...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please improve Analyzer to CCH integration to improve what goes over to CCH from Analyzer. The lower-tier partnership Name, EIN, Address need to b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An organization included in consolidated, independent audited financial statements for the tax year answers "yes" to Form 990, Part IV, Line 12b. ...

Provide an option exclude forms that are not needed (such as Forms 3509 and 3586) when printing Form CA-199.