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Folder Tree is not the same between a single investment and the review investments tab for the new State Data feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Report consistency and improvements Report on this page is delimited by arrows and weird characters and is not as nice How will this idea help you...
about 1 year ago in K1 Aggregator 0 Ready to Plan

K1x Aggregator is not picking up CA differences from CA K-1s for CA residents.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The K1x Aggregator is not correctly recognizing the differences in California (CA) data for CA K-1s filed on behalf of CA residents. Specifically,...
7 months ago in K1 Aggregator 0 Validating

Fix spacing for line 13AE in Investment export report in K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report in K1 Aggregator. For right now it has an extra space between the line number ...
7 months ago in K1 Aggregator 0 Community Review

Would like a global view of K-1s in real time - how do we know what k1s we have? I want to see a list of K-1s under CBG and be able to sort alphabetically so we can tell if we are missing an investor's k1 or an investment easily.

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...
7 months ago in K1 Aggregator 0 Community Review

Add the ability to completely recover previously deleted data such as instances/investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to recover/restore data that has been previously deleted. How will this idea help you and potentially others? Understanding how th...
7 months ago in All Products 0 Community Review

C-TRAC: Tie schedule B donors into Sch. A excess contributor calculation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Since we've started filtering the donor floor on Sch. B, we can also take it one step further and tie Sch. B donor information into the excess con...
about 1 year ago in 990 Tracker 0 Community Review

Remove auto scroll.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When I delete a detail line in Scenario Builder, the page would auto scroll to the top. We would want the page to not scroll to the top when items...
about 1 year ago in K1 Creator 0 Community Review

Footnote Library: Remove or edit footnotes.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are unable to remove or edit footnotes in the footnote library. Also, our footnote rows are getting cut off and broken into 2 lines, which is p...
about 1 year ago in K1 Creator 0 Validating

Ohio K-1 - Part III line 2c for the Total and Ohio Column calculation update.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part III line 2c for the Total and Ohio Column should be a cal based on Part II ln 1a and b inputs instead of having a separate line in...
about 1 year ago in K1 Creator 0 Validating

Ohio K-1 - Part II ln 1a and 1b calculation update.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part II ln 1a and 1b should be calculated based on the table below instead of having a separate line input that will require a separate...
about 1 year ago in K1 Creator 0 Validating