K1 Aggregator

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Improve reading of state taxable income on state K1s. For right now the system is reading every other line that doesn't make the report helpful. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K3 Parts 2 and 3 have a column for Foreign Source Other (column E on part 2 and F on Part 3) with a category code line. Generally, this line is bl...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer - Form 8865 - General Information - G1 Name and address of foreign partnership (override): currently have to re-type in the foreign p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. From the Hartford with complex basis requirements, make the contribution and distribution fields editable like tax adjustments is. Continue to pre...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prompt a user when a new K-1 is being created from the bulk drag & drop, or ask the user if the match is ok if a certain confidence level on a...

Whether it's a digital K-1 from K-1 Navigator or an extracted K-1 from K-1 Reader, K-1 Analyzer should display the full footnote and statement detail for the K-1.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Mapping of extracted K-1 data from remaining state forms (all states with a K-1 form other than CA, PA, NY, WI, MN, NJ, IL, MA, AZ, and OR which w...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to lock down client id for an instance and add an office field. How will this idea help you and potentially others? Understanding how thin...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 5471- Schedule H & J do not automatically populate. For example: Schedule J, Line 3 “Current year E&P (or deficit in E&P) (enter ...