K1 Aggregator

In certain circumstances, the amounts in Box 20P can be considered taxable income and/or unrelated business income. This can be seen in certain K-1 footnotes. A checkbox for Box 20P to include the amounts in either taxable income or UBI would be t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transferee reports per form type How will this idea help you and potentially others? Understanding how things are done today, where the pain is, a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Request for a dropdown button allowing users to toggle between the INSTANCES WITHOUT having to click on the HOME page. Suggested location of the d...

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. The State UBI report does not factor in the state apportioned UBI into the total state UBI. The total UBI is currently only reflecting the state a...

Open Tenant > "Demo" Home ">" Click ">" Tenant group management Calendar icon "Management Instance"> The client would very much appreciate the ability to do mass uploads and mass deletions for both Instances and Users in Group Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K1x is importing zero values from K-1s and K-3s into Axcess. This results in unnecessary diagnostics within Axcess and generates Form 1116s for ce...

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. Right now I can only download a digital K-1 json on a per investment basis. I would like to be able to filter on status, then download them in bul...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Upload K-1 to an individual investment rather than an instance How will this idea help you and potentially others? Understanding how things are do...