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K1 Aggregator

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Ability to lock down client id for an instance and add an office field.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to lock down client id for an instance and add an office field. How will this idea help you and potentially others? Understanding how thin...
over 1 year ago in K1 Aggregator 1 Ready to Plan

Some data from K-1s don't paste into K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Enhance copy and paste logic in K-1 Analyzer. Client noticed that sometimes they can copy numbers from their K-1 PDF and paste it into K-1 Analyze...
over 1 year ago in K1 Aggregator 1 Will not implement

Form 5471 Schedule H and J Automation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 5471- Schedule H & J do not automatically populate. For example: Schedule J, Line 3 “Current year E&P (or deficit in E&P) (enter ...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Form 8990 Attachment for Form 5471

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 8990 Limitation on Business Interest Expense Under Section 163(j) – Filed for any CFCs with business interest income – please make available ...
over 1 year ago in K1 Aggregator 1 Will not implement

Auto-Calculate Using Exchange Rate for Form 5471 Sch. C, H, and I-1

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now the exchange rate and resulting calculations are all manually input. It would save time if the calculated fields based on the exchange r...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Remove Foreign Form Preparation outside of K-1A and have as independent function

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Client does like the process needed to create an instance in K1 Aggregator and prep foreign forms. How will this idea help you and potentially oth...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Side-by-side PDF and Input View for K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Side by side comparison option of k-1 to inputs when editing rather than having to download the k-1 and position on your screen How will this idea...
over 1 year ago in K1 Aggregator 0 Validating

Section 1291 Tax and Excess Distribution Calc for 8621

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a calculation for section 1291 for form 8621. How will this idea help you and potentially others? Understanding how things are done today, whe...
over 1 year ago in K1 Aggregator 1 Will not implement

Rollover K-1 Analyzer Review Investments Field Mappings

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In K-1 Analyzer, the line aggregates can be mapped to which lines on the return they correspond to. These mappings don't typically change year ove...
over 1 year ago in K1 Aggregator 0 Ready to Plan

State calculations should update based on federal reclassification

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State taxable should automatically update when federal taxable reclassification is entered. How will this idea help you and potentially others? Un...
over 1 year ago in K1 Aggregator 0 Will not implement