K1 Aggregator

Having the options in foreign forms to download in mass is great. However when it fails for whatever reason, it is very difficult in order to go through and troubleshoot why it failed. 95% of the time it is due to bad data, but that data has to be...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to be able to import only federal activity from K-1s into CCH while decisions are still being made on which states to file in in ...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be a report that pulls together all of inputs in the non k-1 investment activity section similar to a k1 detail summary How will this...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer pulls activity numbers and investment information from GoSystem/CCH for setup purposes rather than user having to manually set this u...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have a selection drop down for the number of investments to show on the manage investments screen of K1A. Suggestions would be toggling between 10...