All ideas

This form is required for trust filers that have income over $170,050 and is required to be submitted via XML. This is the expanded version of the Form 8995 which is already included.

We need ability to print CA 199 with Part II blank and no statements attached rather than having to PDF edit. While the efiling goes through correctly, we need a version that prints correctly to send to client. Another example, CA 199, Part II, Li...

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...

Partner request to have apportionment values as part of the K-1 Analyzer rollover. Without this functionality clients would need to put in every k-1 ending property number now. That would take a lot of time especially as deadlines are approaching.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have an ability to default to automatically excluding contributions under the 2% threshold How will this idea help you and potentially others? Und...

1. We are unable to find reports that print out details entered in K-1 Analyzer for Forms 8621. 2. We need a place to indicate if the PFIC is debt financed (Yes/No answer) for each Form 8621 foreign disclosure that also prints on the reports.

Is there a way for us to print a list of all documents that have been uploaded (K-1s and all workpapers uploaded to the paperclip icon)in a K-1 Analyzer Tenant? We are looking for something that will provide the following all in one place for all ...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be better reading around scanned k-1's. I realize the reading technology is built for non scanned k-1's but in reality, a large por...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990, Part 8, Line 11, Part 9 Line 24, system is not sending in a descending order. You will have to sort it outside and make it descending pr...