K1 Aggregator

Have the ability to access the Investment by clicking on the Investment Name.

When you land on an instance page, it is difficult to click on the name of instance to access Investments. If you put your mouse cursor above or below the name, you can click, but you should be able to do this click when you put the cursor on the ...

Expand the K-1 Reader to include reading 1099s

After all K-1s are uploaded in K-1 Exchange/K-1 Analyzer, being able to easily generate a master K-1/K-3 would help in entering the necessary data on the tax return.

Create a slimmed down version of K-1 Analyzer where K-1s could be uploaded through K-1 Reader and sent on into UltraTax or other softwares. Reviewing, reporting, and foreign forms would not be needed.

Incorporate foreign form business rules in addition to the XML validation.

The user wants the ability to run the current AG Grid report across multiple tax years.

Right now USGI and non-USGI interest is included as one line on line 5. Breaking them out would provide better analysis on that spreadsheet.

Currently line 3 is labeled as State K-1 or Federal K-1.

We need to add Form 8082 for preparation/completion. This would be a fillable form per investment that would be driven by some new UI elements. Here's an example of how I think it might work: Part I would consist of a webview item for Line 1(a)/(b...