K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transfers could be issue – more of an internal note – we have a lot of transfers of interests How will this idea help you and potentially others? ...

Various functionality related to composite and withholding elections and calculation which may include: Gathering investor data to determine eligibility Generating required forms and distributing to investors Collecting investor signatures Calcula...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to calculate all slices by default How will this idea help you and potentially others? Understanding how things are done today, where the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Expand the Schedule K-1 Report in K-1 Navigator to include all entities in the project. How will this idea help you and potentially others? Unders...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When I delete a detail line in Scenario Builder, the page would auto scroll to the top. We would want the page to not scroll to the top when items...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding K-2 information in K-1 Navigator, the navigation between sections can be difficult because of the volume of separate sections in the n...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rather than having to ensure I've calculated all slices for which I'd like to view a report, I'd like the Schedule K-1 Report to calculate automat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When creating footnotes or footnote templates, add the ability to create or copy/paste formulas with tables from excel How will this idea help you...

Ability to insert line items on the footnote templates. (currently has ability to insert allocation code with fixed amount)

Would be nice if partnership type mirrored CCH (use "I" for 1040, "G" for trust, etc) - this would allow easier copy/paste when setting up new partners