All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the future is there a way for the validation reports can be generated in a more user-friendly fashion, so that we can more easily determine wha...

The current PAL report in K1A does not include all required PAL items. See below, the “Income Type” – we would suggest flexibility in the income types as we do a lot of work outside of the system. Note – depletion needs to be working as breaki...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. See attached for the diagnostic which is misleading and often times incorrect. More often than not, the count of people in Part VII with compensat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the font color to differentiate between user entries (Black Font) and System Values (Import from K1 Reader - Blue font) How will this idea ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Rolling prior year estimate info to current year investments so that K1x can help calculate true-up adjustments. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH (form 990T) there is a worksheet that tracks by year and if the return has net income it senses net operation loss available and then uses ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are two input boxes for Line 13H in CCH, one for Sch. A deductible interest and another for Sch. E deductible interest. This is also a featu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to roll forward multiple engagements at once instead of doing them one at a time. How will this idea help you and pot...

“PDF file” name issue – may be able to address this internally, but a limitation Want a way to custom name PDFs in K-1 packages

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Remove hidden requirements (i.e. partner EIN) or clearly highlight them. Provide user instructions. Provide feedback on errors like K1N. Users con...