K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include activity number on digital K-1 json How will this idea help you and potentially others? Understanding how things are done today, where the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Get withholding and composite taxes paid on the state taxable income input summary under the reports and exports summary How will this idea help y...

When selecting instances to rollover to 2022 tax year, clicking Select All only selects the first 50 accounts (or the 1st page). Need an option to select more than 50 at a time, or truly "all".

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently S Corp K-1s are minimally supported. Need to add deeper face page support, K-3 support (currently non-existent), and better state suppor...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include all the underlying information of a foreign transferee on the transferee summary report either by default or by checkbox configuration How...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The K1x Aggregator is not correctly recognizing the differences in California (CA) data for CA K-1s filed on behalf of CA residents. Specifically,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When downloading the 5471's in bulk in previous years, the naming convention would stay. Example: 5471-Red, 5471-Blue, 5471-Yellow. Currently when...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please make the Return ID field a column in the user dashboard How will this idea help you and potentially others? Understanding how things are do...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A report that includes the detail line item reclasses like it is on the Fed / State TI Tab. Ideally, the ability to create custom report with exis...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When exporting the K-3 for all investments I see that investment name and EIN are included in the export, but some investments are foreign and don...