K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Fed/State taxable income grid does not support multiple state forms for the same state. Example NY: the data is being pulled from the NY IT 204 CP...

After uploading a K-1, having a place to review what was extracted, perform the review process, and then better control which investment get's overwritten or created in K-1 Analyzer will help reduce the time spent reviewing and correcting investme...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to take a .k1x file type generated from either K1 Aggregator or K1 Creator and drop it into K1 Aggregator for extraction. How will this id...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to Tax Basis Report to include the following field: Book Basis. Also allow for bulk importing of external data so that Book ...

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...