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K-1 Package: Consideration of negative value presentation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Consideration on how negatives will show up on the K-1s (either as (XXX) or -XXX)? o Examples include Box 1, Box 17A, Item L (Withdrawals and di...
over 1 year ago in K1 Creator 2 Community Review

K-1 Packager: Introduce stop button for K-1 gene

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Packager - Can we build in a "stop" button to stop the generation of a package? It would be helpful to not have to wait for the long loading t...
over 1 year ago in K1 Creator 0 Community Review

K-1 Package: Activity listing in standard column format

Describe your idea. The more information you provide, the clearer picture of your idea we will have. PDF K-1 Activities Breakdown. It would be easier to look at the activities as column details instead of row details when there are multiple activi...
over 1 year ago in K1 Creator 1 Validating

K-1 Package: Custom cover letters

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Cover Letters are normally included in the face of the K-1 package. It would be preferred to have an PDF with ability to be edited with the invest...
over 1 year ago in K1 Creator 0 Community Review

K-1 Package Generation: The Partners has resident state inputs in their general information. The state forms should use this input to generate the correct form: resident/nonresident state tax form instead of users manually selecting by state per partner

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The Partners has resident state inputs in their general information. The state forms should use this input to generate the correct form: resident/...
over 1 year ago in K1 Creator 1 Validating

K-1 Package: Need 754 deduction presentation footnote

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Item L Current Book Income/Loss and §754 deduction presentation and the corresponding Part II Item L recon footnote How will this idea help you an...
over 1 year ago in K1 Creator 0 Validating

Investors: EIN validation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. No validation on EIN length How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and ho...
over 1 year ago in K1 Creator 0 Community Review

Allocations: Delete all function

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be really cool to have a way to delete all of the allocation codes How will this idea help you and potentially others? Understanding how ...
over 1 year ago in K1 Creator 0 Community Review

Imports: Excessive unhelpful errors should be improved

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Project Investor - Upload investor: Is there a way we can bypass the errors within the template and upload the investor template anyway? Instead o...
over 1 year ago in K1 Creator 2 Community Review

Investors: View improvements

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Investor Upload - After Uploading, it appears the investors are shown on the web view in alpha order, rather than by investor #, It would be helpf...
over 1 year ago in K1 Creator 3 Validating