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K1 Aggregator

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Folder Tree is not the same between a single investment and the review investments tab for the new State Data feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Report consistency and improvements Report on this page is delimited by arrows and weird characters and is not as nice How will this idea help you...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Investment Information suppression

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to suppress certain investment information items from flowing in to the return. The item that most often comes to mind is the ownership bo...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Increase font size on schedule Q fields

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule Q fields h(1) and h(2) labels are very small and hard to read. Consider making font bigger and abbreviating if necessary to enlarge. How ...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Increasing Font on Schedule Q

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Increase the font size on Schedule Q 1a(2) label - it is hard to read How will this idea help you and potentially others? Understanding how things...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Foreign Forms Aggregation/Integration Support in CCH

We need the ability to send foreign form data from K-1 Analyzer into CCH as part of the Data Integration.
over 3 years ago in K1 Aggregator 0 Ready to Plan

Consistency throughout K1 Aggregator with regard to country presentation - either use the country code (two digits) or spell it out in all areas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We suggest reviewing the "country under whose laws incorporated" and "principal place of business" on each form. Prefer the country presentation t...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Enhanced Reading of 1061 Footnotes

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 1061 footnotes frequently contain information in a line/label format. We need to know long-term vs. short-term g/l. Need all numerical information...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Enhance tax return mapping in review investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to have a line item be mapped to multiple different areas within the return. For example - 13H Investment Interest Expense amounts for the...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Add instances for multiple environments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When having two K-1 Analyzer "environments" with the same clients, the add instance button is disabled. We would like the ability to add instances...
over 1 year ago in K1 Aggregator 0 Ready to Plan

State Apportionment Extraction

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...
over 1 year ago in K1 Aggregator 0 Ready to Plan