All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A tax return should not be qualified to efile without an 8453TE or equivalent attached. How will this idea help you and potentially others? Unders...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to be able to import only federal activity from K-1s into CCH while decisions are still being made on which states to file in in ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are many places throughout the return that says "see statement" even though there is enough blank space. How will this idea help you and pot...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be a search option to look for engagements by EIN and not just by engagement name. Frequently we have clients change the organizati...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to view all attachments in one place. You have to click into all of the subfolders - very time consuming and could result in not seeing att...

For clients that do not wish to include investment detail by entity on allocable income/withholdings can the EIN be removed or toggled on/off?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part VII only allows for the reporting of up to 5 HCE. To the extent additional HCE are being tracked in Part VII, the system should automatically...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When there are clients with multiple engagements/entities and large schedule Rs that are similar across the entities, have the impotion to master ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Excel Import Functionality for Form 3800 Credit Amounts: We would like to propose an enhancement to K1x that allows users to import an Excel templ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to rollforward a return within a certain tax year for short period filings and also create a save as function for amended tax returns. How...