K1 Aggregator

Currently, K-1 Reader IDs the form received as a duplicate when the following fields are identical: Partnership name EIN Partner EIN Requesting that K1R be able, in a partnership, to have the same info in the 3 fields listed above in two different...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When setting up an instance, add a dropdown features that allows immediately assigning that instance to existing groups and make it a required fie...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you rollover an instance, it doesn't clear out the Estimate/Actual selection. It would be nice to be able to clear that out, as sometimes you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please improve Analyzer to CCH integration to improve what goes over to CCH from Analyzer. The lower-tier partnership Name, EIN, Address need to b...

Users would like the ability to upload separate Federal, State, and K-3 PDFs for a single investment in K-1 Analyzer.

Unable to generate state reports listing UBTI by partnership, by state, and by line

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Users need the ability to leave out state, k-3, or general info from being sent into the system. How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to move an investment out of a certain instance or copy it to a different instance. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the Instance and Investments screens, it would be very helpful to be able to customize which columns are listed, the order they are listed, and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In order to print the K-3 summary with the investment information, we must select "partnership information" for each part and section, and each en...