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Export/Import Additional K-1 Information

Need the ability to export Additional K-1 Information for the entire scenario and be able to import it back. Expected behavior would be to only include the enabled jurisdictions when exporting/importing. Could do something like a tab per jurisdict...
over 2 years ago in K1 Creator 0 Validating

990-T Schedule D Part II Line 14 - Update Mapping from Form 4797

This line reports the allowable gain from Form 4797, Part I, but the amount must be entered directly on Part II, Line 14. Since Part II, Line 14 directly references the gain from Form 4797, Part I, is it possible to have the allowable gain report ...
over 2 years ago in 990 Tracker 0 Community Review

990-T Schedule D Part II Line 12 - Change Schedule A/D Mapping

Long-term gains or losses reported, prefer to be mapped directly to the applicable line of Schedule D. Schedule D could then flow directly to Schedule A.
over 2 years ago in 990 Tracker 0 Community Review

990-T Schedule D Part I Line 5 - Change Schedule A/D Mapping

We confirmed that short-term capital gains or losses can be mapped to Schedule A, Line 4a through the K-1 Analyzer. However, in order for this amount to report to the appropriate line on Schedule D, the user must enter the amount form through the ...
over 2 years ago in 990 Tracker 0 Community Review

Form 8582 - Worksheet 7 - Build out of Worksheet 7

No description provided
over 2 years ago in 990 Tracker 0 Will not implement

990-T Part II, Line 5 - Map allowable interest from Form 4952 to this line

No description provided
over 2 years ago in 990 Tracker 0 Will not implement

Streamline process for adding users to offshore groups & configuring instances for 7216 acceptance

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the process of adding users to offshore groups and configuring instances for 7216 acceptance is very cumbersome. We need a more efficien...
over 1 year ago in All Products 1 Ready to Plan

Foreign Forms Aggregation/Integration Support in CCH

We need the ability to send foreign form data from K-1 Analyzer into CCH as part of the Data Integration.
over 3 years ago in K1 Aggregator 0 Ready to Plan

Consistency throughout K1 Aggregator with regard to country presentation - either use the country code (two digits) or spell it out in all areas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We suggest reviewing the "country under whose laws incorporated" and "principal place of business" on each form. Prefer the country presentation t...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Enhanced Reading of 1061 Footnotes

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 1061 footnotes frequently contain information in a line/label format. We need to know long-term vs. short-term g/l. Need all numerical information...
over 1 year ago in K1 Aggregator 0 Ready to Plan