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Option to restrict importing 0 values

It would be nice if we could choose whether we want to import 0's or not
almost 2 years ago in K1 Aggregator 0 Will not implement

Produce 8865 K-1s

In K-1 Navigator, clients need to be able to produce 8865 K-1s.
over 2 years ago in K1 Creator 1 Will not implement

Addition of State Trust Specific Forms to C-TRAC

Clients currently use maybe CCH or another outside tool from C-TRAC in order to prepare the below forms: i. AL – AL 41 ii. AZ – 141 AZ iii. AR – AR1002 iv. CO – CO 105 v. CT – CT-1041 vi. GA – GA 501 vii. ID – ID 66 viii. IN – IN IT 41 ...
over 2 years ago in 990 Tracker 0 Will not implement

K1A - Error Notification after Re-import Disappears Too Quickly

When we re-import and there is an error, the message disappears after 5 seconds and we can’t find it again. We need a way to view the error until we press “X”/exit.
over 2 years ago in K1 Aggregator 0 Will not implement

Track additional Sch K-1 Data

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to track barrels of production, addtional Line 20T fields, Line 17f excess IDC, Line 13J IDC, and field for disposition of partnership intere...
about 1 year ago in K1 Aggregator 0 Will not implement

Adding Total Ordinary & Capital Gain/Loss to a report

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Could you please add 2 additional columns to a report (ideally the import template) to show total ordinary income and capital gain/(loss) for each...
about 1 year ago in K1 Aggregator 0 Will not implement

Basis: More automations for the Basis Tracking tab; AMT

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the context of the new Corporate AMT rules, there is an identified need to add more automations to the Basis Tracking tab in K1A (currently 100...
about 1 year ago in K1 Aggregator 0 Will not implement

Use VAR or VARIOUS for dates sold on 990-PF

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If allowed in the xml e-file, in the input for capital gains and losses on a 990-PF, add the option to use VAR or VARIOUS instead of a date with a...
over 1 year ago in 990 Tracker 1 Will not implement

Audit trail for locking & editing investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Admin rights to lock and unlock investments. Also audit trial for viewing and editing an investment by multiple users. How will this idea help you...
over 1 year ago in K1 Aggregator 0 Will not implement

C-TRAC Statement Presentation

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Font is smaller than what CCH presents, CCH spacing is bigger. Clients already complain that CCH versions are hard to read due to small text. How ...
over 1 year ago in 990 Tracker 0 Will not implement