K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our landscape report is the simplest presentation of line item information but it lacks helpful line item details. Inclusion of those line item de...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Remove hidden requirements (i.e. partner EIN) or clearly highlight them. Provide user instructions. Provide feedback on errors like K1N. Users con...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the viewing or add option to view all investments in one screen by freezing header row and scrolling down the list to the bottom instead of...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When users rollover engagements and select states to rollover, the actual assigned states should roll too. How will this idea help you and potenti...

In certain circumstances, the amounts in Box 20P can be considered taxable income and/or unrelated business income. This can be seen in certain K-1 footnotes. A checkbox for Box 20P to include the amounts in either taxable income or UBI would be t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Transferee reports per form type How will this idea help you and potentially others? Understanding how things are done today, where the pain is, a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Request for a dropdown button allowing users to toggle between the INSTANCES WITHOUT having to click on the HOME page. Suggested location of the d...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Streamlining how to enter the activity number from Axcess into the K1x. How will this idea help you and potentially others? Understanding how thin...

Private Foundations who can only take royalty depletion would benefit from having a line that specifically only tracks the royalty depletion. Since there is already a 20T1 (cost) and 20T2 (percentage) , a royalty depletion line would be greatly be...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The State UBI report does not factor in the state apportioned UBI into the total state UBI. The total UBI is currently only reflecting the state a...