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Allocation Template: Group by Jurisdiction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The full list of allocation codes could be overwhelming for the users, it would be great if K1x could set up a functionality to group the Allocati...
over 1 year ago in K1 Creator 0 Community Review

Paid Preparer & Office Management Save/Cancel Change

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When going in to edit the offices or paid preparers if you make a change there is no way to cancel the change. If you click on X out to exit it au...
over 1 year ago in All Products 0 Community Review

Default Setting All Firms Users have Project Access

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Firm default setting that all users have access to projects instead of manually having to add each user. How will this idea help you and potential...
over 1 year ago in All Products 0 Community Review

C-TRAC Part 7, section A line 2 Part 7, section B line 2 do not automatically calculate

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In Axcess these automatically calculate and also have an override feature How will this idea help you and potentially others? Understanding how th...
over 1 year ago in 990 Tracker 0 Community Review

990T Schedule A - ability to export workpaper

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 990T, Schedule A - ability to export the data input to an Excel workpaper How will this idea help you and potentially others? Understanding how th...
over 1 year ago in 990 Tracker 0 Community Review

Restrict Tax Director role to 1 person

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Tax Director can be any number of individuals, and we would like to have the ability to restrict it to only one user that we can add and then the ...
over 1 year ago in All Products 1 Community Review

Easier way to give read only access

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Provide an easier way (than current method of each part of a return) to grant read only access. How will this idea help you and potentially others...
over 1 year ago in All Products 0 Community Review

K-3 Allocations and Analysis View

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to be able to see a preview of each investors' K-3 data (similar to the existing K-1 data preview) before generating their K-3 PDF How wi...
over 1 year ago in K1 Creator 0 Community Review

Remove Default Capital Accounts

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like the ability to choose which capital accounts I'd like to use in my project/legal entity. How will this idea help you and potentially othe...
over 1 year ago in K1 Creator 0 Community Review

Move Calculation Default Settings

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Setting calculation defaults is confusing as it has to be done after other project/entity setup steps but precedes them in the workflow in terms o...
over 1 year ago in K1 Creator 0 Community Review