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Allocation Template: Allow us to add more columns into the allocation codes import template, be able to create more than 2 digits for the codes

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 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 bene...
over 1 year ago in K1 Creator 0 Validating

Need an excel view of allocations made among partners

Describe your idea. The more information you provide, the clearer picture of your idea we will have. need an excel view of allocations made among partners How will this idea help you and potentially others? Understanding how things are done today,...
over 1 year ago in K1 Creator 0 Validating

Allocation Import Template Improvements

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allocation code import template: We would like to have upload options to append to existing data or replace the existing data. How will this idea ...
over 1 year ago in K1 Creator 4 Validating

Add partner address to UI and master K-1 export report

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For ancient reasons, we skip over the partner address in the UI and all reports. A new use case has turned up for mass review of CPA Firm produced...
over 1 year ago in K1 Aggregator 0 Validating

Send 13W Footnotes to GoSystem

When sending K-1s into GoSystem, include the 199A footnotes and box 13W footnotes.
over 2 years ago in K1 Creator 0 Validating

K1 Creator Select Investors UI Improvements

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make it easier to select Investors Issue: Checkboxes are not available until "All Investors" option is selected which is inconvenient and frustrat...
over 1 year ago in K1 Creator 0 Validating

C-TRAC - Import Template Appending/Replacing

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import template is appending only. For example, Part 7 Schedule B. Also Schedule R. How will this idea help you and potentially others? Understand...
over 1 year ago in 990 Tracker 0 Validating

C-TRAC - Manual Calculation and Entry of Net Revenue

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8 lines 6 - 10 net income/loss not flowing through to respective columns/ Part 8, Line 6 through line 10 totals are not showing in ...
over 1 year ago in 990 Tracker 0 Validating

Add Option to print the Page 2 K1 Codes with the federal K1s

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Option to print the Page 2 K1 Codes with the federal K1s How will this idea help you and potentially others? Understanding how things are done...
over 1 year ago in K1 Creator 0 Validating

Scenario Builder: State Partner Capital Account Analysis

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add checkbox to to each jurisdiction for option to remove federal data from Partner Capital Account Analysis How will this idea help you and poten...
over 1 year ago in K1 Creator 0 Validating