All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can the Sch K prior year carryover amounts (for each of the preceding 10 years) be carried forward each year so we don't have to manually enter th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Forms 8949, one for each silo. Currently there is only one 8949 and we have to get additional Forms from the I...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Schedules D, one for each silo. Currently there is only one Schedule D and we have to get additional Forms fro...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the option to complete multiple Forms 4797, one for each silos. Currently there is only one 4797 and we have to get additional Forms from the ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be helpful to be able to complete Form 8283 Noncash Contributions in the software. Currently I have to get the form from the IRS website ...

The 2021 CO112 form is generating a NOL schedule, but it references line 18, instead of Line 17, and it doesn't list the years the NOLs were generated.

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Since we've started filtering the donor floor on Sch. B, we can also take it one step further and tie Sch. B donor information into the excess con...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report in K1 Aggregator. For right now it has an extra space between the line number ...

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...