All ideas

This form is needed for filers that are subject to business interest expense limitations or users with K-1 Box 13K UBI

This form is required for controlled groups with $500M or more gross receipts. Many large exempt org groups files this as a protective measure

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...

Can be deleted. Added idea by accident

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. • What is the rationale behind having the allocation codes listed alphabetically in column format? o The user ultimately assigns the alphanumeric ...