K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Separate reporting for beginning and ending liabilities from K-1s, rather than modifying the "K-1 Comparison" report to extract the information. H...

Combined K1/Summary or totals reports in the form of a k-1 for review purpose

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be the ability to search for partial client ID within the search parameters. Currently, K-1 Aggregator search parameters require th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For ancient reasons, we skip over the partner address in the UI and all reports. A new use case has turned up for mass review of CPA Firm produced...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Side by side comparison option of k-1 to inputs when editing rather than having to download the k-1 and position on your screen How will this idea...

Create a slimmed down version of K-1 Analyzer where K-1s could be uploaded through K-1 Reader and sent on into UltraTax or other softwares. Reviewing, reporting, and foreign forms would not be needed.

Right now USGI and non-USGI interest is included as one line on line 5. Breaking them out would provide better analysis on that spreadsheet.