All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to view all attachments in one place. You have to click into all of the subfolders - very time consuming and could result in not seeing att...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part VII only allows for the reporting of up to 5 HCE. To the extent additional HCE are being tracked in Part VII, the system should automatically...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Analyzer pulls activity numbers and investment information from GoSystem/CCH for setup purposes rather than user having to manually set this u...

For clients that do not wish to include investment detail by entity on allocable income/withholdings can the EIN be removed or toggled on/off?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are filing Form 990 for a client that has dissolved. The tax period should cover 1/1/2024 – 3/31/2024. 2023 forms are being used to file the fi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Excel Import Functionality for Form 3800 Credit Amounts: We would like to propose an enhancement to K1x that allows users to import an Excel templ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When there are clients with multiple engagements/entities and large schedule Rs that are similar across the entities, have the impotion to master ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to rollforward a return within a certain tax year for short period filings and also create a save as function for amended tax returns. How...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The Efile validation is missing a lot of rejects. My team is getting more efile rejects than ever. Common ones I'm getting is the 'IRS Responsible...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add capability to override/add/change DBA list reported on page 1 of the OR-20 rather than having it automatically pull in from the federal data e...