All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Improve reading of state taxable income on state K1s. For right now the system is reading every other line that doesn't make the report helpful. H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current behavior is if a user is provisioned but not explicitly assigned an access group they have access to all instances. How will this idea hel...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K3 Parts 2 and 3 have a column for Foreign Source Other (column E on part 2 and F on Part 3) with a category code line. Generally, this line is bl...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer - Form 8865 - General Information - G1 Name and address of foreign partnership (override): currently have to re-type in the foreign p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. From the Hartford with complex basis requirements, make the contribution and distribution fields editable like tax adjustments is. Continue to pre...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add additional user permissions to group management for the following:1. Non-admin permission to add instances2. Add option to non-offshore groups...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to take a .k1x file type generated from either K1 Aggregator or K1 Creator and drop it into K1 Aggregator for extraction. How will this id...

In K-1 Navigator, clients need to be able to produce 8865 K-1s.

After uploading a K-1, having a place to review what was extracted, perform the review process, and then better control which investment get's overwritten or created in K-1 Analyzer will help reduce the time spent reviewing and correcting investme...