K1 Aggregator

After uploading a K-1, having a place to review what was extracted, perform the review process, and then better control which investment get's overwritten or created in K-1 Analyzer will help reduce the time spent reviewing and correcting investme...

When we re-import and there is an error, the message disappears after 5 seconds and we can’t find it again. We need a way to view the error until we press “X”/exit.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prompt a user when a new K-1 is being created from the bulk drag & drop, or ask the user if the match is ok if a certain confidence level on a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to track barrels of production, addtional Line 20T fields, Line 17f excess IDC, Line 13J IDC, and field for disposition of partnership intere...

Whether it's a digital K-1 from K-1 Navigator or an extracted K-1 from K-1 Reader, K-1 Analyzer should display the full footnote and statement detail for the K-1.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Could you please add 2 additional columns to a report (ideally the import template) to show total ordinary income and capital gain/(loss) for each...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the context of the new Corporate AMT rules, there is an identified need to add more automations to the Basis Tracking tab in K1A (currently 100...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For ancient reasons, we skip over the partner address in the UI and all reports. A new use case has turned up for mass review of CPA Firm produced...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Mapping of extracted K-1 data from remaining state forms (all states with a K-1 form other than CA, PA, NY, WI, MN, NJ, IL, MA, AZ, and OR which w...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Admin rights to lock and unlock investments. Also audit trial for viewing and editing an investment by multiple users. How will this idea help you...