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Add Form 8082 to K-1 Analyzer

We need to add Form 8082 for preparation/completion. This would be a fillable form per investment that would be driven by some new UI elements. Here's an example of how I think it might work: Part I would consist of a webview item for Line 1(a)/(b...
over 3 years ago in K1 Aggregator 1 Will not implement

Indicate Which Investment and Transferee Attachments Should be Included in Rollover

When users add attachments for either investments or transferees in K-1 Analyzer, they need to be able to indicate which attachments should be included in the rollover process.
over 3 years ago in K1 Aggregator 0 Will not implement

Add Type of Trust for Trust Entity Types

For instances that are entity type = Trust, we need to have an additional field to indicate the type of trust. Need to know if this is a static list or free form to be typed in by the user. Need to add a trust type column to the instance list to m...
over 3 years ago in K1 Aggregator 0 Will not implement

Check for Foreign Form Filing Requirements Across Clients/Projects

This would need to be done after moving into Advantage. Once in Advantage and we have a master entity list, can we check for foreign form filing requirements across clients and projects? In some cases, there may be foreign transfers for the same l...
over 3 years ago in K1 Aggregator 0 Ready to Plan

Scheduled Report Delivery by Email

Users would like to be able to configure a report and have that report delivered on a user defined schedule to specified email addresses.
over 3 years ago in K1 Aggregator 0 Will not implement

Prepare State E/S Vouchers & Filing Instructions - Batch 2

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prepare State E/S Vouchers & Filing Instructions for 16 states. We'll do this over a 2 month period and in batches. See the attached excel s...
about 1 year ago in 990 Tracker 0 Planned

De Minimis Safe Harbor election checkbox

In our old software there was a nifty checkbox that printed out the De Minimis Safe Harbor election ( Regulation Section 1.263(a)-1(f)) . It was a simple checkbox that a preparer can check and then it prints a form that is attached/included with ...
almost 2 years ago in 990 Tracker 0 Community Review