K1 Aggregator

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...

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...

Unable to generate state reports listing UBTI by partnership, by state, and by line

We have a client with 800+ PFICs in a 2021 1040 locator - we'd love to be able to export the PFIC list from axcess for import into K1x for each investment so that we do not have to re-enter all 800+ PFICs.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, if we upload both current and prior year K-1s for the same investments, the later- uploaded K-1 overrides the earlier one, even though ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Annual Statement Schedule BA Extraction (for insurance companies): Could the software be enhanced to scan and extract data from Schedule BA in ins...

The tools on the far right of the manage investments view are almost never used besides the "pencil" and the "lock button". If you click on the 3 dots you get to the other options, the "upload with K-1 reader" is an option. Why can't this be moved...

Some uploads will error and get stuck on processing for up to 24 hours essentially causing an upload lockout. When the batch is done it will return an error status. Allowing users to manually stop a batch from the K1 Upload Manager screen would al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Deferred reports: Is it feasible to include a report detailing the differences between GAAP basis vs. tax basis and Statutory basis vs. tax basis ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add an option to allow "various" dates when the date of transfer varies. How will this idea help you and potentially others? Understanding how thi...