K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part III line 2c for the Total and Ohio Column should be a cal based on Part II ln 1a and b inputs instead of having a separate line in...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part II ln 1a and 1b should be calculated based on the table below instead of having a separate line input that will require a separate...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. PA K-1 - The Additional Information for each partner is not automatically checking NRK-1 vs RK-1 How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to insert allocation code in the footnote. 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. K-1 Export - There should be a separate input for QBI Wages and UBIA in the 199 A section. Right now I would have to add a separate footnote or in...

Usability improvements to the Allocations and Analysis view and calculations: Current investor sort is alphabetical by first name. Need to add sort options for last name and partner number. Need a button on the Allocations and Analysis view to for...

Need the ability to export Additional K-1 Information for the entire scenario and be able to import it back. Expected behavior would be to only include the enabled jurisdictions when exporting/importing. Could do something like a tab per jurisdict...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, you are not able to upload or type in demographic data if a partnership is foreign based (i.e. a LP with a TIN and a UK address) How wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Working on a project with investors who invest in multiple entities, they often have different partner numbers in each entity. However, partner nu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For K-1 lines like 20A/B, the system should automatically calculate the total for that lines because it's driven from data I've already entered. H...