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Remove Default Capital Accounts

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like the ability to choose which capital accounts I'd like to use in my project/legal entity. How will this idea help you and potentially othe...
over 1 year ago in K1 Creator 0 Community Review

Move Calculation Default Settings

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Setting calculation defaults is confusing as it has to be done after other project/entity setup steps but precedes them in the workflow in terms o...
over 1 year ago in K1 Creator 0 Community Review

Rollover K-1 Analyzer Review Investments Field Mappings

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In K-1 Analyzer, the line aggregates can be mapped to which lines on the return they correspond to. These mappings don't typically change year ove...
over 1 year ago in K1 Aggregator 0 Ready to Plan

C-TRAC Auto Best Tax Rate

Describe your idea. The more information you provide, the clearer picture of your idea we will have. return to auto select the best tax rate How will this idea help you and potentially others? Understanding how things are done today, where the pai...
over 1 year ago in 990 Tracker 0 Community Review

C-TRAC Summation Worksheet

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "List" which bring up a summation worksheet with three columns, description, amount, and prior...
over 1 year ago in 990 Tracker 0 Community Review

C-TRAC Tick Mark Insert/Delete

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Being able to right click an input field and select "Insert/Delete Tick Mark" which adds or removes a little green check from the top right of the...
over 1 year ago in 990 Tracker 0 Community Review

K-1 Navigator Federal/State K-1 CCH Integration

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to send federal and state K-1 data from K-1 Navigator to CCH. How will this idea help you and potentially others? Understanding ho...
over 1 year ago in K1 Creator 0 Validating

Universal Account Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Creating a single account and user management accessible to admins where access to all K1x products can be administered and controlled. How will t...
over 1 year ago in All Products 0 Planned

State calculations should update based on federal reclassification

Describe your idea. The more information you provide, the clearer picture of your idea we will have. State taxable should automatically update when federal taxable reclassification is entered. How will this idea help you and potentially others? Un...
over 1 year ago in K1 Aggregator 0 Will not implement

Analyzer Fed/State Taxable Line 18 Calculations Error

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently on the Fed/State K1 tab, the calculation on Line 18 is confusing to users. It sums entries from 18a,18b, 18c instead of subtracting 18c ...
over 1 year ago in K1 Aggregator 1 Will not implement