K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Map out matching logic for import into CCH Axcess to give clients the ability to test import How will this idea help you and potentially others? U...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently S Corp K-1s are minimally supported. Need to add deeper face page support, K-3 support (currently non-existent), and better state suppor...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Code S. Non-portfolio capital gain (loss) can be either be short term or long term. Please allow users to enter it in one or the other. How will t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are a few required columns in the Aggregator import template scattered throughout the sheet in-between non-required columns. They are easy t...

Some uploads will error and get stuck on processing for up to 24 hours essentially causing an upload lockout. When the batch is done it will return an error status. Allowing users to manually stop a batch from the K1 Upload Manager screen would al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include all the underlying information of a foreign transferee on the transferee summary report either by default or by checkbox configuration How...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. As a user, it would be helpful to be able to review all the data fields that are being sent as part of my integration so I can see what data IS an...

Currently when you log into K-1 analyzer the default is 2021. Since 2022 is the active year that should be the default.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Better estimate vs actual tracking and reporting. How will this idea help you and potentially others? Understanding how things are done today, whe...