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990-T Form 4797 Part I Line 2 - Update Mapping to Include Individual Investment Details

We found two different methods of reporting Section 1231 gains or losses on Part I, Line 2. The first method involves mapping the amount directly from the K-1 Analyzer. However, this method does not report the investments comprising the total amou...
over 2 years ago in 990 Tracker 0 Ready to Plan

Streamline process for adding users to offshore groups & configuring instances for 7216 acceptance

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the process of adding users to offshore groups and configuring instances for 7216 acceptance is very cumbersome. We need a more efficien...
over 1 year ago in All Products 1 Ready to Plan

Foreign Forms Aggregation/Integration Support in CCH

We need the ability to send foreign form data from K-1 Analyzer into CCH as part of the Data Integration.
over 3 years ago in K1 Aggregator 0 Ready to Plan

Consistency throughout K1 Aggregator with regard to country presentation - either use the country code (two digits) or spell it out in all areas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We suggest reviewing the "country under whose laws incorporated" and "principal place of business" on each form. Prefer the country presentation t...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Enhanced Reading of 1061 Footnotes

Describe your idea. The more information you provide, the clearer picture of your idea we will have. 1061 footnotes frequently contain information in a line/label format. We need to know long-term vs. short-term g/l. Need all numerical information...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Add filing instructions for federal estimates (990-W)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We would like 990 Tracker to produce filing instructions for federal estimated taxes (worksheet 990-W). We need to rely on filing instructions for...
over 1 year ago in 990 Tracker 0 Ready to Plan

Printing Diagnostics

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to have diagnostics print in the PDF of the return (create an accountant copy) as this would be helpful in reviewing returns How will t...
over 1 year ago in 990 Tracker 0 Ready to Plan

Enhance tax return mapping in review investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to have a line item be mapped to multiple different areas within the return. For example - 13H Investment Interest Expense amounts for the...
over 1 year ago in K1 Aggregator 0 Ready to Plan

Add instances for multiple environments

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When having two K-1 Analyzer "environments" with the same clients, the add instance button is disabled. We would like the ability to add instances...
over 1 year ago in K1 Aggregator 0 Ready to Plan

State Apportionment Extraction

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...
over 1 year ago in K1 Aggregator 0 Ready to Plan