K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The full list of allocation codes could be overwhelming for the users, it would be great if K1x could set up a functionality to group the Allocati...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. See title How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is bene...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. need an excel view of allocations made among partners How will this idea help you and potentially others? Understanding how things are done today,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allocation code import template: We would like to have upload options to append to existing data or replace the existing data. How will this idea ...

When sending K-1s into GoSystem, include the 199A footnotes and box 13W footnotes.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make it easier to select Investors Issue: Checkboxes are not available until "All Investors" option is selected which is inconvenient and frustrat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Option to print the Page 2 K1 Codes with the federal K1s How will this idea help you and potentially others? Understanding how things are done...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add checkbox to to each jurisdiction for option to remove federal data from Partner Capital Account Analysis How will this idea help you and poten...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add column to the import template with sort order to sort by code How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Provide users the ability to suppress the detail line item footnotes in K-1N by giving them a toggle switch option How will this idea help you and...