All ideas

Various functionality related to composite and withholding elections and calculation which may include: Gathering investor data to determine eligibility Generating required forms and distributing to investors Collecting investor signatures Calcula...

Interest reported on Line 2 is the difference between allowable investment interest expenses calculated on Form 4952 for regular tax and the amount calculated for AMT purposes. From what we see, the user should enter this amount manually on Line 2...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Request for a dropdown button allowing users to toggle between the INSTANCES WITHOUT having to click on the HOME page. Suggested location of the d...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Is there not a way to have a page auto-scroll when tabbing between entries? It would be nice to have the page scroll along with you as you tab you...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Streamlining how to enter the activity number from Axcess into the K1x. How will this idea help you and potentially others? Understanding how thin...

Private Foundations who can only take royalty depletion would benefit from having a line that specifically only tracks the royalty depletion. Since there is already a 20T1 (cost) and 20T2 (percentage) , a royalty depletion line would be greatly be...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add a feature to update statements flowing from the 990-T appropriately for CA 109 purposes. It shouldn't have references to the 990-T because it ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is necessary for the K1 Reader to avoid changing the investment name entered in K1x already when it imports the next year's K-1 PDF. When a K-1...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The State UBI report does not factor in the state apportioned UBI into the total state UBI. The total UBI is currently only reflecting the state a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need State K-1 Reading for a variety of State K-1 variants including: CA 568 2022 LA K1 Equivalent 2022 MA 3K1 2022 NE K-1N 2022 NJ K1 2022 NM K1 ...