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Footnotes: Allocation code list needs descriptors & search

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Footnotes - be able to see description to the allocation code drop down list and enable better search How will this idea help you and potentially ...
over 1 year ago in K1 Creator 0 Community Review

Footnotes: Default footnotes from library

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Option to select a footnote as a default, meaning it will automatically be added to a return. THis would avoid having to add the same footnotes th...
over 1 year ago in K1 Creator 0 Community Review

Footnote: Associate a Line needs a description search feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The Associate a Line options is a really long list and it's difficult to determine which line we want. Adding a search field would help. Also addi...
over 1 year ago in K1 Creator 0 Community Review

Footnotes: Reference ID to identify footnotes with similar headers

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some footnotes have the same header which makes it difficult to know which footnote to select. Having a reference ID type option to associate to e...
over 1 year ago in K1 Creator 0 Community Review

Footnotes: Page breaks

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would want a functionality where the page-breaks could be customized in case the footnotes run long. How will this idea help you and potentiall...
over 1 year ago in K1 Creator 0 Community Review

Footnotes: Let users insert footnote without updating format first

Describe your idea. The more information you provide, the clearer picture of your idea we will have. (currently if we copy footnote from PY pdf return, the footnote format looks weird) How will this idea help you and potentially others? Understand...
over 1 year ago in K1 Creator 0 Community Review

Footnotes: PDF Preview MOde

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to see a preview of the footnotes and how they will be presented on the K-1 instead of needing to re-calculate, generate K-1 and ...
over 1 year ago in K1 Creator 0 Community Review

Allocation Codes: Allocation Codes - Ability to set ending percentage allocation code as default and then toggle to special allocate as needed

Describe your idea. The more information you provide, the clearer picture of your idea we will have. See title How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is bene...
over 1 year ago in K1 Creator 0 Community Review

Allocation Codes: Allow for rounding partner to be applied to allocation codes to equal 100%

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...
over 1 year ago in K1 Creator 0 Community Review

Allocation Template: Group by Jurisdiction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The full list of allocation codes could be overwhelming for the users, it would be great if K1x could set up a functionality to group the Allocati...
over 1 year ago in K1 Creator 0 Community Review