All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Our landscape report is the simplest presentation of line item information but it only comes with investments down rows and line items across colu...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. C-TRAC needs to be able to e-file in every state that either offers or requires. Below are the states currently needed: Name Alabama Alaska Arizon...

20V *STMT is not picking up, footnotes as amounts

Line 20Z detail on footnotes is not showing

Line 18C detail on footnotes is not showing

For states with multiple K-1 forms, the system should default to the correct form for the investor or issuing entity (as applicable).

In general, whenever looking at the Jurisdiction list in Navigator, including on the K-1 Tiering page, having US Federal listed first would be helpful/make logical sense.

We would like to have a way to export all of the workpapers and PDFs loaded into K-1A. The need is to have K-1A be the source of truth and be able to back up the raw information input into K-1A.

On the K-3, items are listed by country code (i.e. CJ, AS, BA) but in K1A, we list by the full name of the country. There's no easy translation between the two and most people do not know what the codes represent. I proposed we append the country ...

Request default sort order of K-1s to be Federal, then State alphabetically.