Exact Ownership % for businesses.
I noticed I cannot do ownership % that is not a whole number (I.e. client owns 10.32% but I can only input 10%). It may not seem like a huge deal but sometimes that extra third of a percentage point is a significant difference. Our clients also like to see exact ownership numbers.
austinmidd 11 days ago
Exact Ownership % for businesses.
I noticed I cannot do ownership % that is not a whole number (I.e. client owns 10.32% but I can only input 10%). It may not seem like a huge deal but sometimes that extra third of a percentage point is a significant difference. Our clients also like to see exact ownership numbers.
austinmidd 11 days ago
"Annualize" options for Businesses + W-2
Would love to be able to add a pay stub date as well as quarterly or monthly business income/expenses and have the numbers automatically annualized for quarterly projections.
austinmidd 11 days ago
"Annualize" options for Businesses + W-2
Would love to be able to add a pay stub date as well as quarterly or monthly business income/expenses and have the numbers automatically annualized for quarterly projections.
austinmidd 11 days ago
Add Form 1041 K-1 impact
Hi all, I am starting to get more cases where I have been preparing 1041s and also K-1 impact for Beneficiaries and would love if you guys can add this also to the projection software as well. I am getting clients wondering how it will be affecting their taxes if they are receiving K-1s as beneficiaries. If there is a way you guys can put this all together in the software where it is easy to project, that would be greatly welcomed!
Munni Krishnan 18 days ago
Add Form 1041 K-1 impact
Hi all, I am starting to get more cases where I have been preparing 1041s and also K-1 impact for Beneficiaries and would love if you guys can add this also to the projection software as well. I am getting clients wondering how it will be affecting their taxes if they are receiving K-1s as beneficiaries. If there is a way you guys can put this all together in the software where it is easy to project, that would be greatly welcomed!
Munni Krishnan 18 days ago
Multi Factor Authentication
Require text messages or email codes when logging into the program. This would apply to both accountant & client logins.
ChrisRagain 29 days ago
Multi Factor Authentication
Require text messages or email codes when logging into the program. This would apply to both accountant & client logins.
ChrisRagain 29 days ago
Extension Payment Calculator and Report
Need a way to show the client how much is still due on the 2024 tax return + calculate how much the 1st Qtr estimate should be for 1st Qtr 2025… Provide explanation to the client on how important it is to make this tax payment by 4/15.
Kevin Simpson 3 months ago
Extension Payment Calculator and Report
Need a way to show the client how much is still due on the 2024 tax return + calculate how much the 1st Qtr estimate should be for 1st Qtr 2025… Provide explanation to the client on how important it is to make this tax payment by 4/15.
Kevin Simpson 3 months ago
Credit for Employer Pension Plan Startup Costs and Contributions
This is an easy credit for small businesses implementing a 401k for the first time. It would be nice to see as a concept.
DuckettLadd 8 months ago
Credit for Employer Pension Plan Startup Costs and Contributions
This is an easy credit for small businesses implementing a 401k for the first time. It would be nice to see as a concept.
DuckettLadd 8 months ago
Self-Rental option
Currently, the only way to make a self-rental a nonpassive activity is either to: Mark it as a rental real estate activity and mark the REP box Leave the rental real estate activity box unmarked A self-rental is a nonpassive activity without the owner having to be a REP, so it would be nice to have that box to check.
DuckettLadd 8 months ago
Self-Rental option
Currently, the only way to make a self-rental a nonpassive activity is either to: Mark it as a rental real estate activity and mark the REP box Leave the rental real estate activity box unmarked A self-rental is a nonpassive activity without the owner having to be a REP, so it would be nice to have that box to check.
DuckettLadd 8 months ago
Completed
2% S-Corp Shareholder Health Ins Strategy
Add strategy for adding shareholder health insurance as wages for owners greater than 2%
Lori About 1 year ago
Completed
2% S-Corp Shareholder Health Ins Strategy
Add strategy for adding shareholder health insurance as wages for owners greater than 2%
Lori About 1 year ago
