K1 Aggregator

Client is uncertain whether using the reimport option will override existing data or append new information to existing data. They would like to be able to export and import a list of users. Same with instances -- they cannot back-add instances to...

Currently when you log into K-1 analyzer the default is 2021. Since 2022 is the active year that should be the default.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Better estimate vs actual tracking and reporting. How will this idea help you and potentially others? Understanding how things are done today, whe...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have the option to export the Investment report in the format where the investments are located in columns and line items are in rows which...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Dedicated K-3 Report: We require a specific report for K-3 to facilitate foreign tax credit calculations. How will this idea help you and potentia...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, there is no telling which lines, footnotes from the federal k-1, k-3, and each state K-1 is ready by the software. We need a detailed e...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to State Income Summary report to include the following: Property, Payroll & Receipts displayed by state by investment. ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be an ability to filter in the Manage Investments view based on Tags, Entity Type, Status,etc. You can sort the investments but not f...

After all K-1s are uploaded in K-1 Exchange/K-1 Analyzer, being able to easily generate a master K-1/K-3 would help in entering the necessary data on the tax return.