All ideas

In an investment > Foreign Disclosure Forms > Add Transferee, the "Select Transferee" list is not able to be edited and is case sensitive. This means that it is easy to have duplicate transferees that should all be included as one. The probl...

It would be great to create a new interface or layout that is centered around reviewing investments in K-1A. The user could select their review level and it would auto filter the investments to show the ones that are ready for their level. This in...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rolling prior year estimate info to current year investments so that K1x can help calculate true-up adjustments. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH (form 990T) there is a worksheet that tracks by year and if the return has net income it senses net operation loss available and then uses ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are two input boxes for Line 13H in CCH, one for Sch. A deductible interest and another for Sch. E deductible interest. This is also a featu...

K-1 Analyzer reports could use some overall improvements, workflow improvements, and individual report improvements.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to roll forward multiple engagements at once instead of doing them one at a time. How will this idea help you and pot...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our landscape report is the simplest presentation of line item information but it lacks helpful line item details. Inclusion of those line item de...

“PDF file” name issue – may be able to address this internally, but a limitation Want a way to custom name PDFs in K-1 packages

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Remove hidden requirements (i.e. partner EIN) or clearly highlight them. Provide user instructions. Provide feedback on errors like K1N. Users con...