K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding states through the “Manage States” feature can be time consuming. Is there a way to “Select All” states and add them all for an investment?...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have all reports in one place which includes Investment report and all K3 sections How will this idea help you and potentially others? Unde...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Annual Statement Schedule BA Extraction (for insurance companies): Could the software be enhanced to scan and extract data from Schedule BA in ins...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When an investment does not provide a K-2, we often need to fill one out "pro-forma" based on the face of the K-1. If we could see a checkbox on t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can you add a section that allows me to enter the IDs for each investment? How will this idea help you and potentially others? Understanding how t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some of the percentages of ownership have up to 5 digits after the decimal. We need a way to add more decimals to be more precise. How will this i...

When selecting instances to rollover to 2022 tax year, clicking Select All only selects the first 50 accounts (or the 1st page). Need an option to select more than 50 at a time, or truly "all".

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A rule builder where rules can be created to automatically reclass certain lines when a K-1 is read. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding the client ID to the usage report. How will this idea help you and potentially others? Understanding how things are done today, where the p...

The tools on the far right of the manage investments view are almost never used besides the "pencil" and the "lock button". If you click on the 3 dots you get to the other options, the "upload with K-1 reader" is an option. Why can't this be moved...