All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now we prepare individual XMLs for each form and provide that for download/upload to the client. When the forms number in the 100s, this bec...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A report that includes the detail line item reclasses like it is on the Fed / State TI Tab. Ideally, the ability to create custom report with exis...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When exporting the K-3 for all investments I see that investment name and EIN are included in the export, but some investments are foreign and don...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Separate reporting for beginning and ending liabilities from K-1s, rather than modifying the "K-1 Comparison" report to extract the information. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to have the ability to export the list of users and what their permissions are by client/engagement. How will this idea help you and po...

Mapping between k3/k1 for domestic partnerships - i.e. (part II and part X)

Combined K1/Summary or totals reports in the form of a k-1 for review purpose

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be the ability to search for partial client ID within the search parameters. Currently, K-1 Aggregator search parameters require th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Do not allow returns to efile without an 8453 form attached in the efile attachment section. The IRS instruction for Form 8453TE are clear (and at...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to accommodate multiple holding positions like as an individual/trust or multiple corporate holdings in the same entity. How will this idea h...