All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Tiering suggestion instead of matching name and address (I might not clearly understand what is matched) For tiering when setting up entities in a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entering federal net income amounts When entering federal income/expense items and choosing an allocation code – the default allocation code is al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Stop nesting PDFs under multiple directories and just dump all generated PDFs into the root of the .ZIP for easy access/distribution How will this...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Issue : Clients have been rolled forward from 2022 to 2023 and the 7216 consent was set to “Yes” in 2022 with expiration date of 12/31/2024 howeve...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. General Notes: It would be helpful if we can directly copy data from an Excel cell and paste in K-1 Navigator even though there is a formula in it...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Will there be a way to sort the investors within the “Allocation and Analysis” tab of the Scenario Builder? o Currently doing it in alphabetical...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the Scenario Builder / Allocations and Analysis, the percentages are rounded to whole numbers. Could these reflect the true %, with decimals? H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Why aren’t the allocation codes for Line 19A of the Federal K-1 and that of Withdrawals and Distributions on Item L linked up? o User is current...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Any consideration given by K1X to create taxonomies for each specific line/box of the Federal and state K-1s? o That way, the user doesn’t need ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State Apportionment - We need a way to input a general apportionment amount per state. It's currently exponential work per line per state to speci...