All ideas

Having the options in foreign forms to download in mass is great. However when it fails for whatever reason, it is very difficult in order to go through and troubleshoot why it failed. 95% of the time it is due to bad data, but that data has to be...

Users would like the ability to upload separate Federal, State, and K-3 PDFs for a single investment in K-1 Analyzer.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please include Form CA 3805Q when preparing CA 109 so it does not need to prepared out of CTRAC and attached. It is the NOL schedule and CTRAC sho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Users need the ability to leave out state, k-3, or general info from being sent into the system. How will this idea help you and potentially other...

Make the diagnostics easier to understand and clear without having to submit a support ticket to K1X to help us decipher. Right now many diagnostics are unclear and we have to submit a support ticket for assistance. Turnaround time for assistance ...

Currently if Question J on the CA 199 is answered NO, the 3509 still prints when you print a pdf, but the form itself will not be efiled if Question J is answered NO. Is there a way to suppress pdf printing for form 3509, either in the system when...

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. When you print the draft it should automatically have the 8879 at the front. How will this idea help you and potentially others? Understanding how...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our landscape report is the simplest presentation of line item information but it lacks helpful line item details. Inclusion of those line item de...