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If clicking edit on a specific k1 investment. Then going to Federal/State Taxable income it defaults to Summary screen instead of the specific investment I clicked to edit. Would like to have a way for it to default to the investment I am trying to edit

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...
7 months ago in K1 Aggregator 0 Community Review

Ability to suppress certain line items from flowing into system and ability to mass delete line items across all investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Users should have the ability to suppress line items from flowing into the system. How will this idea help you and potentially others? Understandi...
over 1 year ago in K1 Aggregator 0 Community Review

Import PFICs from Access to K1x Instead of Re-entry

We have a client with 800+ PFICs in a 2021 1040 locator - we'd love to be able to export the PFIC list from axcess for import into K1x for each investment so that we do not have to re-enter all 800+ PFICs.
almost 2 years ago in K1 Aggregator 0 Will not implement

Allow text entered in 'date received' field for Sch. B, Part II, column D for Various contributions

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Commonly, an organization will receive contributions throughout the year that sum to an amount greater than $5000 so they must be listed on Sch. B...
10 months ago in 990 Tracker 0 Community Review

Form 1120-POL

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The IRS considers Form 1120-POL to be part of the Exempt Organization umbrella. We have previously prepared in the CCH Axcess software, but they a...
over 1 year ago in 990 Tracker 0 Will not implement

K-1 Analyzer - Passive Activity Loss Report Income Types

The current PAL report in K1A does not include all required PAL items. See below, the “Income Type” – we would suggest flexibility in the income types as we do a lot of work outside of the system. Note – depletion needs to be working as breaki...
over 2 years ago in K1 Aggregator 1 Validating

Form 990 Part VII Section A - Import Template

Describe your idea. The more information you provide, the clearer picture of your idea we will have. More options to sort officers in the CompensationExport for Part VII How will this idea help you and potentially others? Understanding how things ...
over 1 year ago in 990 Tracker 0 Community Review

Add 8879 to first page of draft

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you print the draft it should automatically have the 8879 at the front. How will this idea help you and potentially others? Understanding how...
10 months ago in 990 Tracker 1 Planned

Misleading Diagnostic

Describe your idea. The more information you provide, the clearer picture of your idea we will have. See attached for the diagnostic which is misleading and often times incorrect. More often than not, the count of people in Part VII with compensat...
5 months ago in 990 Tracker 0 Validating

Different font color for User Entries vs System Values

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the font color to differentiate between user entries (Black Font) and System Values (Import from K1 Reader - Blue font) How will this idea ...
10 months ago in All Products 0 Validating