K1 Creator

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

For states with multiple K-1 forms, the system should default to the correct form for the investor or issuing entity (as applicable).

In general, whenever looking at the Jurisdiction list in Navigator, including on the K-1 Tiering page, having US Federal listed first would be helpful/make logical sense.

Request default sort order of K-1s to be Federal, then State alphabetically.

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

Allocation codes are automatically sorted alphabetically based on allocation code. This flows through to the export when exporting allocation codes. If a separate work paper is being used to track allocation codes, it makes it difficult to match u...

Need additional enhancements to the investor export and import workflow in order to make working with investors in projects more efficient: Bulk delete option on the Project > Project Investors page Ability to delete investors that are linked t...

Similar to how in here (Aha) you can add and manage images, do that in the footnote builder modal. This would allow people to create customer cover letters by uploading company logos, and even signature image files.

Footnote Library by Engagement with the ability to load Footnote from another entity/project. It would also be nice to be able to export out footnotes to edit and load back in.

Clients who produce K-1s in K-1 Navigator need to be able to send that data into their CCH return for filing.