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Add Form 8852

Users would like the ability to complete form 8852, export it to PDF, and export it to XML for efiling.
over 3 years ago in K1 Aggregator 1 Will not implement

Basis Roll Forward Report

We need to create a new Basis Rollforward (simple) and Basis Rollforward (detailed) report.
over 3 years ago in K1 Aggregator 0 Community Review

State Apportionment Extraction

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...
over 1 year ago in K1 Aggregator 0 Ready to Plan

State Unrelated Business Income (UBI) Footnote Extraction

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...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Global Filter Select for K-3 Export All

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...
over 1 year ago in K1 Aggregator 0 Will not implement

Add Schedule Instructions to Resources section

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the software only contains the IRS instructions for the Forms. There are no instructions for the Schedules within Form 990. Our clients ...
10 months ago in 990 Tracker 0 Validating

Support Form 8975 in 990 Tracker

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The IRS does not accept PDF and binary attachments of the Form 8975 and currently 990 Tracker does not support a XML attachment. Create the abilit...
10 months ago in 990 Tracker 0 Community Review

Target Allocations

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some partnerships use target allocations to allocate income. Essentially, they calculate allocations as if a hypothetical liquidation were to occu...
over 1 year ago in K1 Creator 0 Will not implement

Footnote Flexibility

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Import from excel template rather than copy and paste into Navigator since tax team prepares customized footnotes in workpapers How will this idea...
over 1 year ago in K1 Creator 0 Validating

Standard Activity and Item L Statements

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The default activity and item L statement footnotes should be able to be customized by project. In addition, we should have the ability to flow a ...
over 1 year ago in K1 Creator 0 Validating