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K1 Aggregator

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Line 20v Reader

20V *STMT is not picking up, footnotes as amounts
over 2 years ago in K1 Aggregator 0 Shipped

Reader Improvement - CCH K-1

Line 20Z detail on footnotes is not showing
over 2 years ago in K1 Aggregator 0 Shipped

Reader Improvement - CCH K-1

Line 18C detail on footnotes is not showing
over 2 years ago in K1 Aggregator 0 Shipped

Export of all documents in K-1A

We would like to have a way to export all of the workpapers and PDFs loaded into K-1A. The need is to have K-1A be the source of truth and be able to back up the raw information input into K-1A.
almost 2 years ago in K1 Aggregator 0 Shipped

Country Listing on K-3 should include the country code

On the K-3, items are listed by country code (i.e. CJ, AS, BA) but in K1A, we list by the full name of the country. There's no easy translation between the two and most people do not know what the codes represent. I proposed we append the country ...
about 2 years ago in K1 Aggregator 2 Shipped

Include 18C as part of the calc for the "green check" tieout noting that all items read into K1A tie to the Item L net income on 1065 K-1s.

Almost all K-1s include 18C in the Net Income (Loss) section on Item L. It would be phenomenal if a green check could still be used to indicate a successful tie between K1 items and Net Income on item L even on a K1 where nondeductible amounts are...
over 2 years ago in K1 Aggregator 0 Shipped

Extract Full Statement Detail and Footnotes Text from K-1s

When K-1s are extracted, K-1 Reader looks for specific footnotes or details to extract. In addition to extracting specific footnotes, it should also extract the full detail of the footnotes and statement detail. This would allow it to eventually b...
over 2 years ago in K1 Aggregator 0 Shipped

K-3 Sections without data

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Sections without data should be greyed out streamline the review of applicable sections. How will this idea help you and potentially others? Under...
over 1 year ago in K1 Aggregator 0 Shipped

Removed Merged Cells from Generated Reports

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some reports have values in merged cells which make formatting and analysis in excel very difficult How will this idea help you and potentially ot...
over 1 year ago in K1 Aggregator 0 Shipped

GoSystem UBI Import File

Describe your idea. The more information you provide, the clearer picture of your idea we will have. UBI data is not included in the K-1 Analyzer/TR integration. To help this data flow into GoSystem, an export from K-1 Analyzer is needed that matc...
over 1 year ago in K1 Aggregator 0 Shipped