All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have one input spot per instance to populate the parent corporation so it can be populated on each required disclosure. How will this idea help yo...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding states through the “Manage States” feature can be time consuming. Is there a way to “Select All” states and add them all for an investment?...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have all reports in one place which includes Investment report and all K3 sections How will this idea help you and potentially others? Unde...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Annual Statement Schedule BA Extraction (for insurance companies): Could the software be enhanced to scan and extract data from Schedule BA in ins...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recently, there have been release notes that we can refer to for new features. However, it does not have formalized user guides nor in-app help li...

Part I, Line 5 – It appears this amount is mapped from K-1 Analyzer, but the amount is not subject to passive activity loss limitations. This amount should consist of allowed passive income or losses from Schedule E, subject to limitations calcula...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Show the returns that were recently opened in their own pane, separate from the rest of the returns. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A box, drop down, or other function to select preferred font size How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When an investment does not provide a K-2, we often need to fill one out "pro-forma" based on the face of the K-1. If we could see a checkbox on t...

The total on lines 2 & 3 should populate automatically. Currently manually input.