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K1 Aggregator

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Keep Investment Name Already Entered in K1x

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is necessary for the K1 Reader to avoid changing the investment name entered in K1x already when it imports the next year's K-1 PDF. When a K-1...
about 1 year ago in K1 Aggregator 1 Ready to Plan

K-1 Reading for State K-1 Variants

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need State K-1 Reading for a variety of State K-1 variants including: CA 568 2022 LA K1 Equivalent 2022 MA 3K1 2022 NE K-1N 2022 NJ K1 2022 NM K1 ...
over 1 year ago in K1 Aggregator 1 Ready to Plan

K-1 Analyzer - Push Aggregate K-3 Data into K-2 Inputs

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 Community Review

Is there an easy way to simply toggle importing K-3 to Axcess on/off or otherwise prevent K-3 data from importing to Axcess?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Hopefully the Partial Packet will solve this problem. The general idea is that we are not satisfied with how K-3 data imports country-by-country f...
7 months ago in K1 Aggregator 0 Validating

K1x picks up zeros and imports them into Axcess for K-1s and K-3s.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K1x is importing zero values from K-1s and K-3s into Axcess. This results in unnecessary diagnostics within Axcess and generates Form 1116s for ce...
7 months ago in K1 Aggregator 0 Community Review

Is there a way to have the list of entities and investments keep the sort that we set?

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...
7 months ago in K1 Aggregator 0 Community Review

Include activity number and separate activity info on digital K-1 json

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include activity number on digital K-1 json How will this idea help you and potentially others? Understanding how things are done today, where the...
7 months ago in K1 Aggregator 0 Validating

K-1 Analyzer - Enable Mass Uploads or Mass Deletions for Instances and Users in Group Management

Open Tenant > "Demo" Home ">" Click ">" Tenant group management Calendar icon "Management Instance"> The client would very much appreciate the ability to do mass uploads and mass deletions for both Instances and Users in Group Management
almost 2 years ago in K1 Aggregator 1 Community Review

Better visibility into the total taxable income and if it ties to Item L once you are inside the detail of the certain investment

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be helpful if the taxable income total presented at the top of the investment's Taxable Income page with or without the green check that ...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Add "Download Digital K-1 JSON" as a bulk feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now I can only download a digital K-1 json on a per investment basis. I would like to be able to filter on status, then download them in bul...
8 months ago in K1 Aggregator 1 Community Review