K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add statuses to the drop-down list of options to account for scenarios where taxpayers receive additional information at a later time and the fede...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bypass the matching step when users individually upload with K-1 reader to a specific investment in the manage investments list. Not all K-1's hav...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are working on a Bot as part of our K-1A process. The current state when we search for an Instance by Client ID in K-1 Aggregator, the results ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When we search for a client ID, it brings up all ID's that contain what is typed into the box. It would be nice to have the option to switch to an...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring CCH and GoSystem mapping into the user interface of the application. It would be nice to have a color coordination of what flows into the sy...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring a checkbox image to the data entry screen, so when people are manually editing values they can see when a green checkbox disappears. Adding ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have all reports in one place which includes Investment report and all K3 sections How will this idea help you and potentially others? Unde...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding states through the “Manage States” feature can be time consuming. Is there a way to “Select All” states and add them all for an investment?...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some of the percentages of ownership have up to 5 digits after the decimal. We need a way to add more decimals to be more precise. How will this i...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When an investment does not provide a K-2, we often need to fill one out "pro-forma" based on the face of the K-1. If we could see a checkbox on t...