K1 Aggregator

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...

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...

Currently, K-1 Reader IDs the form received as a duplicate when the following fields are identical: Partnership name EIN Partner EIN Requesting that K1R be able, in a partnership, to have the same info in the 3 fields listed above in two different...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please improve Analyzer to CCH integration to improve what goes over to CCH from Analyzer. The lower-tier partnership Name, EIN, Address need to b...

In an investment > Foreign Disclosure Forms > Add Transferee, the "Select Transferee" list is not able to be edited and is case sensitive. This means that it is easy to have duplicate transferees that should all be included as one. The probl...

Private Foundations who can only take royalty depletion would benefit from having a line that specifically only tracks the royalty depletion. Since there is already a 20T1 (cost) and 20T2 (percentage) , a royalty depletion line would be greatly be...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is necessary for the K1 Reader to avoid changing the investment name entered in K1x already when it imports the next year's K-1 PDF. When a K-1...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need State K-1 Reading for a variety of State K-1 variants including: CA 568 2022 LA K1 Equivalent 2022 MA 3K1 2022 NE K-1N 2022 NJ K1 2022 NM K1 ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be helpful if the taxable income total presented at the top of the investment's Taxable Income page with or without the green check that ...