K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Easy to pull usage reports and exports that track usage data in K-1 Navigator, including data such as Number of LE's, Investors, Packages, Jurisdi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding useres to a project, have it be a pick list of Plante Moran users instead of having to type the entire email fo a person. Or let me se...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Why can I only make state amount adjustments when the comparison tool is filled out? should be able to adjust when only the jurisdiction is select...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you associate a line to a footnote, you're not able to remove the line. You can change but can't delete. It would be nice if there was a blan...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - I would move all things that don't impact income out of the income section (QBI etc) How will this idea help you and potentiall...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - Too many options for Box K Liabilities. Why show A/P, Notes Payble, etc separate? How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Could we make the detail names in the Scenario Builder default to the same names as the Allocation codes assigned? It takes a while to rename them...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When we toggle between different states, we'd expect to only have sections that are applicable to show up instead of all federal information. Only...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Within the Entities section, provide the option to deactivate select Capital Accounts. In most cases, we only need the Tax Capital Account and dea...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Arizona - can we have it look like K-1(NR)? How will this idea help you and potentially others? Understanding how things are done today, where the...