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...

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. Users should have the ability to suppress line items from flowing into the system. How will this idea help you and potentially others? Understandi...

We have a client with 800+ PFICs in a 2021 1040 locator - we'd love to be able to export the PFIC list from axcess for import into K1x for each investment so that we do not have to re-enter all 800+ PFICs.

The current PAL report in K1A does not include all required PAL items. See below, the “Income Type” – we would suggest flexibility in the income types as we do a lot of work outside of the system. Note – depletion needs to be working as breaki...

In an investment > Foreign Disclosure Forms > Add Transferee, the "Select Transferee" list is not able to be edited and is case sensitive. This means that it is easy to have duplicate transferees that should all be included as one. The probl...

It would be great to create a new interface or layout that is centered around reviewing investments in K-1A. The user could select their review level and it would auto filter the investments to show the ones that are ready for their level. This in...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rolling prior year estimate info to current year investments so that K1x can help calculate true-up adjustments. 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. There are two input boxes for Line 13H in CCH, one for Sch. A deductible interest and another for Sch. E deductible interest. This is also a featu...

K-1 Analyzer reports could use some overall improvements, workflow improvements, and individual report improvements.