K1 Aggregator

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. When setting up an instance, add a dropdown features that allows immediately assigning that instance to existing groups and make it a required fie...

The current PAL report in K1A does not include all required PAL items. See below, the “Income Type” – we would suggest flexibility in the income types as we do a lot of work outside of the system. Note – depletion needs to be working as breaki...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rolling prior year estimate info to current year investments so that K1x can help calculate true-up adjustments. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are two input boxes for Line 13H in CCH, one for Sch. A deductible interest and another for Sch. E deductible interest. This is also a featu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Remove hidden requirements (i.e. partner EIN) or clearly highlight them. Provide user instructions. Provide feedback on errors like K1N. Users con...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When users rollover engagements and select states to rollover, the actual assigned states should roll too. How will this idea help you and potenti...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Streamlining how to enter the activity number from Axcess into the K1x. How will this idea help you and potentially others? Understanding how thin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Hopefully the Partial Packet will solve this problem. The general idea is that we are not satisfied with how K-3 data imports country-by-country f...