K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability for users to import line 5 gov-interest into the system. currently this doesn't flow anywhere. Add the additional 3 kinds of retir...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For Form 926-Direct -- Return by a U.S. Transferor of Property to a Foreign Corporation When there are various transfers, the final date of the ye...

When editing an investment and on the Foreign Disclosure Forms, users need to be able to import/export the foreign transfers for each form type.

I do like the ease that it looks like you can create reclasses and add activities. Is there an ability to import activities that have already been set up?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. That way users can define custom line items that are applicable across all investments and select from the dropdown vs. having to re-type investme...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have one input spot per instance to populate the parent corporation so it can be populated on each required disclosure. How will this idea help yo...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A rule builder where rules can be created to automatically reclass certain lines when a K-1 is read. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding the client ID to the usage report. How will this idea help you and potentially others? Understanding how things are done today, where the p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Map out matching logic for import into CCH Axcess to give clients the ability to test import How will this idea help you and potentially others? U...