K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to be able to see a preview of each investors' K-3 data (similar to the existing K-1 data preview) before generating their K-3 PDF How wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like the ability to choose which capital accounts I'd like to use in my project/legal entity. How will this idea help you and potentially othe...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Setting calculation defaults is confusing as it has to be done after other project/entity setup steps but precedes them in the workflow in terms o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send federal and state K-1 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding ho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every Activity in K-1 Navigator has its own separate General Ledger/Trial Balance. Every account needs to be mapped to a Scenario Builder line ite...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The user interface for adding capital accounts, activities and scenarios don't seem like they need a full screen for these categories thus adding ...

Currently, there is not a way to adjust formatting on the face of the K-1. A user should have the ability to format line items as leading zeros within percentages, the ability to display "SEE STMT", and upper case options.Within the footnotes, an ...

Be able to calculate and create State Apportionment tables for investors

In K-1 Navigator, clients need to be able to produce 1041 K-1s.

In K-1 Navigator, clients need to be able to produce 1120-S K-1s.