K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. AL as an example: to get K-1 figures right, you need to multiply the K-1 ownership by AL appt %, then that is your AL special allocation. Total AL...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Consideration on how negatives will show up on the K-1s (either as (XXX) or -XXX)? o Examples include Box 1, Box 17A, Item L (Withdrawals and di...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Packager - Can we build in a "stop" button to stop the generation of a package? It would be helpful to not have to wait for the long loading t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Cover Letters are normally included in the face of the K-1 package. It would be preferred to have an PDF with ability to be edited with the invest...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. No validation on EIN length How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and ho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be really cool to have a way to delete all of the allocation codes How will this idea help you and potentially others? Understanding how ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Project Investor - Upload investor: Is there a way we can bypass the errors within the template and upload the investor template anyway? Instead o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Instead of clicking between states, etc. in the scenario builder, is there a way to import all state information at once? How will this idea help ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For the entity import template, I like how an example of entity data is provided but can there be some indication that this sample data needs to b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Default is 2022. It would be nice for the current year to always be the default selection for project searches and creation How will this idea hel...