K1 Aggregator

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. When you rollover an instance, it doesn't clear out the Estimate/Actual selection. It would be nice to be able to clear that out, as sometimes you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In order to print the K-3 summary with the investment information, we must select "partnership information" for each part and section, and each en...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to move an investment out of a certain instance or copy it to a different instance. 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. In the Instance and Investments screens, it would be very helpful to be able to customize which columns are listed, the order they are listed, and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Users should have the ability to suppress line items from flowing into the system. How will this idea help you and potentially others? Understandi...

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...

It would be great to create a new interface or layout that is centered around reviewing investments in K-1A. The user could select their review level and it would auto filter the investments to show the ones that are ready for their level. This in...

K-1 Analyzer reports could use some overall improvements, workflow improvements, and individual report improvements.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the viewing or add option to view all investments in one screen by freezing header row and scrolling down the list to the bottom instead of...