K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 8990 Limitation on Business Interest Expense Under Section 163(j) – Filed for any CFCs with business interest income – please make available ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a calculation for section 1291 for form 8621. How will this idea help you and potentially others? Understanding how things are done today, whe...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State taxable should automatically update when federal taxable reclassification is entered. How will this idea help you and potentially others? Un...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently on the Fed/State K1 tab, the calculation on Line 18 is confusing to users. It sums entries from 18a,18b, 18c instead of subtracting 18c ...

For all reports, add "Date K-1 Received" as a parameter/filter. I should be able to set a beginning date and ending date to filter to all K-1s within the dates I set. If either date are left blank, then they default to the January 1 (for beginning...

We build our estimates based off prior year data, including UBTI amounts. Rolling over UBTI data when you roll over taxable income would be helpful.

Have the ability to access the Investment by clicking on the Investment Name.

When you land on an instance page, it is difficult to click on the name of instance to access Investments. If you put your mouse cursor above or below the name, you can click, but you should be able to do this click when you put the cursor on the ...

Expand the K-1 Reader to include reading 1099s

The user wants the ability to run the current AG Grid report across multiple tax years.