K1 Creator

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need a functional (read easy-to-use) import for Federal and State line item data. How will this idea help you and potentially others? Understandin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding K-2 information in K-1 Navigator, the navigation between sections can be difficult because of the volume of separate sections in the n...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rather than having to ensure I've calculated all slices for which I'd like to view a report, I'd like the Schedule K-1 Report to calculate automat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send K-2 and K-3 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding how things a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There is a need for customized footnotes that address the partner or need to have variable text-based statements used similar in fashion to the al...