K1 Aggregator

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...

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...

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...

Users would like the ability to complete form 8852, export it to PDF, and export it to XML for efiling.

We need to create a new Basis Rollforward (simple) and Basis Rollforward (detailed) report.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A report that includes the detail line item reclasses like it is on the Fed / State TI Tab. Ideally, the ability to create custom report with exis...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, there is no telling which lines, footnotes from the federal k-1, k-3, and each state K-1 is ready by the software. We need a detailed e...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When exporting the K-3 for all investments I see that investment name and EIN are included in the export, but some investments are foreign and don...

It would help users, support teams if/when there are problems with the import template from excel Currently if there are any issues, nothing is shown and no Investments are added to the Instance. It would be helpful to have an error logging system...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Separate reporting for beginning and ending liabilities from K-1s, rather than modifying the "K-1 Comparison" report to extract the information. H...