K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Upload K-1 to an individual investment rather than an instance How will this idea help you and potentially others? Understanding how things are do...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add statuses to the drop-down list of options to account for scenarios where taxpayers receive additional information at a later time and the fede...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability for users to import line 5 gov-interest into the system. currently this doesn't flow anywhere. Add the additional 3 kinds of retir...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For Form 926-Direct -- Return by a U.S. Transferor of Property to a Foreign Corporation When there are various transfers, the final date of the ye...

When editing an investment and on the Foreign Disclosure Forms, users need to be able to import/export the foreign transfers for each form type.

Client is uncertain whether using the reimport option will override existing data or append new information to existing data. They would like to be able to export and import a list of users. Same with instances -- they cannot back-add instances to...

I do like the ease that it looks like you can create reclasses and add activities. Is there an ability to import activities that have already been set up?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bypass the matching step when users individually upload with K-1 reader to a specific investment in the manage investments list. Not all K-1's hav...

If we're going to be rolling out the reading ability for Part VII of the K-3 which encompasses all the information currently housed in the 8621 tab under a single investment, we should use the K-3, Part VII input as the populator of the form inste...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are working on a Bot as part of our K-1A process. The current state when we search for an Instance by Client ID in K-1 Aggregator, the results ...