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K1 Creator Import Template

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add column to the import template with sort order to sort by code How will this idea help you and potentially others? Understanding how things are...
over 1 year ago in K1 Creator 0 Validating

Suppress default footnotes in K1N

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Provide users the ability to suppress the detail line item footnotes in K-1N by giving them a toggle switch option How will this idea help you and...
over 1 year ago in K1 Creator 0 Validating

Side-by-side PDF and Input View for K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Side by side comparison option of k-1 to inputs when editing rather than having to download the k-1 and position on your screen How will this idea...
over 1 year ago in K1 Aggregator 0 Validating

K-1 Navigator Federal/State K-1 CCH Integration

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send federal and state K-1 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding ho...
over 1 year ago in K1 Creator 0 Validating

K-1 Navigator Trial Balance Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every Activity in K-1 Navigator has its own separate General Ledger/Trial Balance. Every account needs to be mapped to a Scenario Builder line ite...
over 1 year ago in K1 Creator 0 Validating

Ability to adjust formatting of numbers and words on face page of the K-1 and default formatting options on footnotes

Currently, there is not a way to adjust formatting on the face of the K-1. A user should have the ability to format line items as leading zeros within percentages, the ability to display "SEE STMT", and upper case options.Within the footnotes, an ...
almost 2 years ago in K1 Creator 0 Validating

K-1 Analyzer Lite Version

Create a slimmed down version of K-1 Analyzer where K-1s could be uploaded through K-1 Reader and sent on into UltraTax or other softwares. Reviewing, reporting, and foreign forms would not be needed.
over 2 years ago in K1 Aggregator 0 Validating

Include USGI fields as a separate field in the Export Investments spreadsheet.

Right now USGI and non-USGI interest is included as one line on line 5. Breaking them out would provide better analysis on that spreadsheet.
almost 3 years ago in K1 Aggregator 0 Validating