K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently on the Fed/State K1 tab, the calculation on Line 18 is confusing to users. It sums entries from 18a,18b, 18c instead of subtracting 18c ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to Tax Basis Report to include the following field: Book Basis. Also allow for bulk importing of external data so that Book ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to State Income Summary report to include the following: Property, Payroll & Receipts displayed by state by investment. ...

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...

For all reports, add "Date K-1 Received" as a parameter/filter. I should be able to set a beginning date and ending date to filter to all K-1s within the dates I set. If either date are left blank, then they default to the January 1 (for beginning...

Add a setting to Manage Investments for users to toggle between viewing investments and viewing activities for investments.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be an ability to filter in the Manage Investments view based on Tags, Entity Type, Status,etc. You can sort the investments but not f...

We build our estimates based off prior year data, including UBTI amounts. Rolling over UBTI data when you roll over taxable income would be helpful.

In the template to add your investments.(Column B - Entity types (Required) ) should include the same list of what is found in the app under Manage Investments > Edit Investments > How is this entity treated for U.S. tax purposes? See image.

Currently, if you have any Investments with a long Name (53+ Characters) in the Change Investment dropdown, the long names are showing outside of the box.