All ideas

See title 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 puts us in your shoes. Who will benefit from this idea? Whether it's specific roles of users, ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When creating a K-1 package, auto recalculate all jurisdictions How will this idea help you and potentially others? Understanding how things are d...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. PDF K-1 Activities Breakdown. It would be easier to look at the activities as column details instead of row details when there are multiple activi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The Partners has resident state inputs in their general information. The state forms should use this input to generate the correct form: resident/...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Item L Current Book Income/Loss and §754 deduction presentation and the corresponding Part II Item L recon footnote How will this idea help you an...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Investor Upload - After Uploading, it appears the investors are shown on the web view in alpha order, rather than by investor #, It would be helpf...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. What info needs to be the same to reupload the investor to associate to an entity? We have the same that are associated to multiple entities The "...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to be able to download a list of existing entities within a project, make edits to the list and then reimport the list into K1N. ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - Would like to see a way to upload the K-1 line items in total if not specially allocating. This could be combined with the stat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Federal K-1 checkboxes should have an option to upload How will this idea help you and potentially others? Understanding how things are done today...