K1 Aggregator

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...

Users would like the ability to complete form 8852, export it to PDF, and export it to XML for efiling.

All required fields should be in YELLOW. To make it easier for all users who use this template. Required fields should be in Yellow for ease of use. Instance Name (Organization Name) Investment Name Entity Type Partnership EIN Partners Identify nu...

It would be nice if we could choose whether we want to import 0's or not

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. Need to track barrels of production, addtional Line 20T fields, Line 17f excess IDC, Line 13J IDC, and field for disposition of partnership intere...

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. 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...

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...