K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some partnerships use target allocations to allocate income. Essentially, they calculate allocations as if a hypothetical liquidation were to occu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When creating footnotes or footnote templates, add the ability to create or copy/paste formulas with tables from excel How will this idea help you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import from excel template rather than copy and paste into Navigator since tax team prepares customized footnotes in workpapers How will this idea...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The default activity and item L statement footnotes should be able to be customized by project. In addition, we should have the ability to flow a ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The import templates need updates for tax technical and ease of use. How will this idea help you and potentially others? Understanding how things ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Generation speed needs to be faster especially when competing with standard filing systems like GoRS/CCH. The generation speed seems slow. How...

Mapping between k3/k1 for domestic partnerships - i.e. (part II and part X)

Ability to insert line items on the footnote templates. (currently has ability to insert allocation code with fixed amount)

In K-1 Navigator, clients need to be able to produce 8865 K-1s.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to accommodate multiple holding positions like as an individual/trust or multiple corporate holdings in the same entity. How will this idea h...