All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. What info needs to be the same to reupload the investor to associate to an entity? We have the same that are associated to multiple entities The "...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Instead of clicking between states, etc. in the scenario builder, is there a way to import all state information at once? How will this idea help ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For the entity import template, I like how an example of entity data is provided but can there be some indication that this sample data needs to b...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Default is 2022. It would be nice for the current year to always be the default selection for project searches and creation How will this idea hel...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to be able to download a list of existing entities within a project, make edits to the list and then reimport the list into K1N. ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - Would like to see a way to upload the K-1 line items in total if not specially allocating. This could be combined with the stat...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Federal K-1 checkboxes should have an option to upload How will this idea help you and potentially others? Understanding how things are done today...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Footnotes - be able to see description to the allocation code drop down list and enable better search How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Option to select a footnote as a default, meaning it will automatically be added to a return. THis would avoid having to add the same footnotes th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The Associate a Line options is a really long list and it's difficult to determine which line we want. Adding a search field would help. Also addi...