K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Report consistency and improvements Report on this page is delimited by arrows and weird characters and is not as nice How will this idea help you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The K1x Aggregator is not correctly recognizing the differences in California (CA) data for CA K-1s filed on behalf of CA residents. Specifically,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report in K1 Aggregator. For right now it has an extra space between the line number ...

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...

We need a general summary review that provides the reviewers all the information on one tab so reviewers do not have to enter the investment and go tab by tab. The “View Analysis” option does not provide all the information just portions of it. We...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An API call that returns an instance's investment listing page (not the digital K-1 info) How will this idea help you and potentially others? Unde...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have the option to export the Investment report in the format where the investments are located in columns and line items are in rows which...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Deferred reports: Is it feasible to include a report detailing the differences between GAAP basis vs. tax basis and Statutory basis vs. tax basis ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Dedicated K-3 Report: We require a specific report for K-3 to facilitate foreign tax credit calculations. How will this idea help you and potentia...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to suppress certain investment information items from flowing in to the return. The item that most often comes to mind is the ownership bo...