K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the Scenario Builder / Allocations and Analysis, the percentages are rounded to whole numbers. Could these reflect the true %, with decimals? H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - I would move all things that don't impact income out of the income section (QBI etc) How will this idea help you and potentiall...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - Too many options for Box K Liabilities. Why show A/P, Notes Payble, etc separate? How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Could we make the detail names in the Scenario Builder default to the same names as the Allocation codes assigned? It takes a while to rename them...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Why aren’t the allocation codes for Line 19A of the Federal K-1 and that of Withdrawals and Distributions on Item L linked up? o User is current...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When we toggle between different states, we'd expect to only have sections that are applicable to show up instead of all federal information. Only...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Any consideration given by K1X to create taxonomies for each specific line/box of the Federal and state K-1s? o That way, the user doesn’t need ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State Apportionment - We need a way to input a general apportionment amount per state. It's currently exponential work per line per state to speci...

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 beneficial puts us in your shoes. Who will benefit from this idea? Whether it's specific roles of users, ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Within the Entities section, provide the option to deactivate select Capital Accounts. In most cases, we only need the Tax Capital Account and dea...