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Add IL AG990, Part III (Professional Fundraising Consultants)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part III, Item S) - Payments to professional fundraising consultants – the required schedule does not automatically generate, so we need to prepar...
over 1 year ago in 990 Tracker 0 Shipped

CA 3509

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Additional form How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea i...
over 1 year ago in 990 Tracker 0 Shipped

Removed Merged Cells from Generated Reports

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some reports have values in merged cells which make formatting and analysis in excel very difficult How will this idea help you and potentially ot...
over 1 year ago in K1 Aggregator 0 Shipped

Fully customizable Transmittal Letter

Describe your idea. The more information you provide, the clearer picture of your idea we will have. allows firms to customize transmittal letter language throughout and not just certain areas How will this idea help you and potentially others? Un...
over 1 year ago in 990 Tracker 0 Shipped

GoSystem UBI Import File

Describe your idea. The more information you provide, the clearer picture of your idea we will have. UBI data is not included in the K-1 Analyzer/TR integration. To help this data flow into GoSystem, an export from K-1 Analyzer is needed that matc...
over 1 year ago in K1 Aggregator 0 Shipped

Footnote Library

Footnote Library by Engagement with the ability to load Footnote from another entity/project. It would also be nice to be able to export out footnotes to edit and load back in.
almost 2 years ago in K1 Creator 0 Shipped

K-1 Navigator Integration with CCH

Clients who produce K-1s in K-1 Navigator need to be able to send that data into their CCH return for filing.
over 2 years ago in K1 Creator 0 Shipped

Calculation Slice Options

Recalculate all selected slices button
over 2 years ago in K1 Creator 0 Shipped

Schedule K Import

It would be very helpful to be able to import all Schedule K items in total and then go in and assign an allocation code to each item.
over 2 years ago in K1 Creator 0 Shipped

K-1 Flow / Organizational Chart View

Building out a view that allows the user to see and manage the data connections between the entities in a project, and the K-1 Exchange Universe.
over 2 years ago in K1 Creator 0 Shipped