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E-file Management Screen Filters

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to have additional filters in the E-file management screen as we have many offices and e-filers. Also add the history of who did t...
about 1 year ago in All Products 0 Community Review

Link Form 990, Part VIII with Schedule A, Part II & III

I'd love if there were a way to link the revenue lines on Form 990, Part VIII with Schedule A, Part II & III so as to avoid having to enter the same information into multiple areas of the input screen.
almost 2 years ago in 990 Tracker 0 Validating

Support Form 3468 in 990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The IRS does not accept PDF and binary attachments of the Form 3468 and currently 990 Tracker does not support a XML attachment. Create the abilit...
10 months ago in 990 Tracker 0 Validating

K-1 Analyzer - Push Aggregate K-3 Data into K-2 Inputs

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...
over 1 year ago in K1 Aggregator 0 Community Review

Time-out: Popup notification and auto log-out

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When the website is about to time-out, the user should receive a 5-minute warning via a pop-up to confirm they are still using the website. If no ...
10 months ago in All Products 0 Community Review

Portal Use Management should be Navigatable in K1x Navigator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. As a K1x Client, I have the ability to add new users and edit existing users. Currently. this ability is provided by my K1x contact who sends a di...
3 months ago in K1 Creator 0 Validating

Partners Should Have Access to Historical Tax Documents Shared Through K1x

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If I as a K1x Client intend to use K1x as a long-term solution for tax document distribution to my Investors/Partners/Users, then I want those Inv...
3 months ago in K1 Creator 0 Validating

Locked Demographic Information

Describe your idea. The more information you provide, the clearer picture of your idea we will have. This idea is to lock the demographic information of Investors/Partners so that Investors/Partners are unable to edit such demographic information ...
3 months ago in K1 Creator 0 Validating

Toggle Off Option for all Questionnaire Questions

Describe your idea. The more information you provide, the clearer picture of your idea we will have. This idea is to allow for K1x Clients to toggle off from the portal questionnaires any question that they do not wish their Investors/Partners to ...
3 months ago in K1 Creator 0 Validating

Is there an easy way to simply toggle importing K-3 to Axcess on/off or otherwise prevent K-3 data from importing to Axcess?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Hopefully the Partial Packet will solve this problem. The general idea is that we are not satisfied with how K-3 data imports country-by-country f...
7 months ago in K1 Aggregator 0 Validating