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K1 Aggregator

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K1A: When entering line item details, keep labels as a dropdown like tagging feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. That way users can define custom line items that are applicable across all investments and select from the dropdown vs. having to re-type investme...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Search bar enhancements - exact match when looking up client ID

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When we search for a client ID, it brings up all ID's that contain what is typed into the box. It would be nice to have the option to switch to an...
9 months ago in K1 Aggregator 0 Community Review

Bring CCH and GoSystem mapping into the user interface of the application.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring CCH and GoSystem mapping into the user interface of the application. It would be nice to have a color coordination of what flows into the sy...
9 months ago in K1 Aggregator 0 Community Review

Get withholding and composite taxes paid on the state taxable income input summary under the reports and exports summary

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Get withholding and composite taxes paid on the state taxable income input summary under the reports and exports summary How will this idea help y...
about 1 year ago in K1 Aggregator 0 Validating

We love the green checkbox on K-1 income showing all the income items tie out. Can you please add it to the income on the data entry screen too?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring a checkbox image to the data entry screen, so when people are manually editing values they can see when a green checkbox disappears. Adding ...
9 months ago in K1 Aggregator 0 Community Review

K-1 Analyzer - Would like standardized Line 1-21 descriptions

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to ability to tag or select standard language on the Federal / State Taxable Income tab to help decrease variance among the dozens of k...
over 1 year ago in K1 Aggregator 0 Planned

upload K-1s from the same investment but different tax years

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, if we upload both current and prior year K-1s for the same investments, the later- uploaded K-1 overrides the earlier one, even though ...
about 1 year ago in K1 Aggregator 0 Will not implement

Form 8858 Footnote Reading

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 1 Planned

Integrations - Options to Include/Exclude State K-1 Data

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 Ready to Plan

input screen for parent corporation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have one input spot per instance to populate the parent corporation so it can be populated on each required disclosure. How will this idea help yo...
over 1 year ago in K1 Aggregator 0 Ready to Plan