All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Allow for commas to be used in address lines How will this idea help you and potentially others? Understanding how things are done today, where th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add an option to allow "various" dates when the date of transfer varies. How will this idea help you and potentially others? Understanding how thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule Q fields h(1) and h(2) labels are very small and hard to read. Consider making font bigger and abbreviating if necessary to enlarge. How ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Increase the font size on Schedule Q 1a(2) label - it is hard to read How will this idea help you and potentially others? Understanding how things...

We found two different methods of reporting Section 1231 gains or losses on Part I, Line 2. The first method involves mapping the amount directly from the K-1 Analyzer. However, this method does not report the investments comprising the total amou...

Map Lines 23 and 25 to their respective lines on Form 4952

Usability improvements to the Allocations and Analysis view and calculations: Current investor sort is alphabetical by first name. Need to add sort options for last name and partner number. Need a button on the Allocations and Analysis view to for...