K1 Aggregator

All required fields should be in YELLOW. To make it easier for all users who use this template. Required fields should be in Yellow for ease of use. Instance Name (Organization Name) Investment Name Entity Type Partnership EIN Partners Identify nu...

It would be nice if we could choose whether we want to import 0's or not

Combined K1/Summary or totals reports in the form of a k-1 for review purpose

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be the ability to search for partial client ID within the search parameters. Currently, K-1 Aggregator search parameters require th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Fed/State taxable income grid does not support multiple state forms for the same state. Example NY: the data is being pulled from the NY IT 204 CP...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Improve reading of state taxable income on state K1s. For right now the system is reading every other line that doesn't make the report helpful. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K3 Parts 2 and 3 have a column for Foreign Source Other (column E on part 2 and F on Part 3) with a category code line. Generally, this line is bl...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer - Form 8865 - General Information - G1 Name and address of foreign partnership (override): currently have to re-type in the foreign p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. From the Hartford with complex basis requirements, make the contribution and distribution fields editable like tax adjustments is. Continue to pre...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to take a .k1x file type generated from either K1 Aggregator or K1 Creator and drop it into K1 Aggregator for extraction. How will this id...