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K1 Aggregator

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Auto-Calculate Using Exchange Rate for Form 5471 Sch. C, H, and I-1

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now the exchange rate and resulting calculations are all manually input. It would save time if the calculated fields based on the exchange r...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Remove Foreign Form Preparation outside of K-1A and have as independent function

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Client does like the process needed to create an instance in K1 Aggregator and prep foreign forms. How will this idea help you and potentially oth...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Rollover K-1 Analyzer Review Investments Field Mappings

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In K-1 Analyzer, the line aggregates can be mapped to which lines on the return they correspond to. These mappings don't typically change year ove...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Edit Investment - Change Investment Dropdown - Ability to accommodate long Investment names

Currently, if you have any Investments with a long Name (53+ Characters) in the Change Investment dropdown, the long names are showing outside of the box.
almost 2 years ago in K1 Aggregator 0 Ready to Plan

Business Rules for Foreign Forms

Incorporate foreign form business rules in addition to the XML validation.
over 2 years ago in K1 Aggregator 0 Ready to Plan

Check for Foreign Form Filing Requirements Across Clients/Projects

This would need to be done after moving into Advantage. Once in Advantage and we have a master entity list, can we check for foreign form filing requirements across clients and projects? In some cases, there may be foreign transfers for the same l...
over 3 years ago in K1 Aggregator 0 Ready to Plan