K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allocation code import template: We would like to have upload options to append to existing data or replace the existing data. How will this idea ...

When sending K-1s into GoSystem, include the 199A footnotes and box 13W footnotes.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make it easier to select Investors Issue: Checkboxes are not available until "All Investors" option is selected which is inconvenient and frustrat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Option to print the Page 2 K1 Codes with the federal K1s How will this idea help you and potentially others? Understanding how things are done...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add checkbox to to each jurisdiction for option to remove federal data from Partner Capital Account Analysis How will this idea help you and poten...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add column to the import template with sort order to sort by code How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Provide users the ability to suppress the detail line item footnotes in K-1N by giving them a toggle switch option How will this idea help you and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send federal and state K-1 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding ho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every Activity in K-1 Navigator has its own separate General Ledger/Trial Balance. Every account needs to be mapped to a Scenario Builder line ite...

Currently, there is not a way to adjust formatting on the face of the K-1. A user should have the ability to format line items as leading zeros within percentages, the ability to display "SEE STMT", and upper case options.Within the footnotes, an ...