All ideas

Similar to CTRAC forms, where the view PDF button opens up a new web tab, and is able to be refreshed to reflect any updates in CTRAC, it would be nice to have this functionality with K1A foreign forms. That way when preparing and clearing comment...

Please add in the option in Schedule F, Part V to include narratives rather than including in Schedule O. Including in Schedule O is very out of place in the return and allows the narrative to get lost.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Have a selection drop down for the number of investments to show on the manage investments screen of K1A. Suggestions would be toggling between 10...

Idea: Consistency in how Return References and Identifiers populate (with less variability and manual entry) and an easy way to get them in the correct order on each Schedule. How will this idea help you and potentially others? Easier for the read...

Currently, K-1 Reader IDs the form received as a duplicate when the following fields are identical: Partnership name EIN Partner EIN Requesting that K1R be able, in a partnership, to have the same info in the 3 fields listed above in two different...

On several of the state specific e-file authorization forms along with the generic 8879-SO, the client information does not map to the PDF and must be input manually. It would be nice to have this information populated as it is on the Federal 8879...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Form 990 includes several sections (Part IV, Sch. F Part IV, etc.) that are longer lists of Y/N questions. Include a "Check All" box like the one ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like to propose an enhancement to K1x that allows users to Prepare Form 8882 and be able to e-file the Form 8882 and for the amounts to f...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Another access level that restricts internal users from being able to access Account Management side but able to rollover clients, add client user...