K1 Creator

Would be nice if partnership type mirrored CCH (use "I" for 1040, "G" for trust, etc) - this would allow easier copy/paste when setting up new partners

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Tiering suggestion instead of matching name and address (I might not clearly understand what is matched) For tiering when setting up entities in a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entering federal net income amounts When entering federal income/expense items and choosing an allocation code – the default allocation code is al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Stop nesting PDFs under multiple directories and just dump all generated PDFs into the root of the .ZIP for easy access/distribution How will this...

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. General Notes: It would be helpful if we can directly copy data from an Excel cell and paste in K-1 Navigator even though there is a formula in it...

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. • Will there be a way to sort the investors within the “Allocation and Analysis” tab of the Scenario Builder? o Currently doing it in alphabetical...