All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the e-file area, an email is required in the Engagement Manager field. We would like to have that linked to the signer drop-down and add a fiel...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The officers reported on Schedule J, Part II are not in the order of from highest compensation to the lowest, but the ordering on Part VII is corr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The K1x Aggregator is not correctly recognizing the differences in California (CA) data for CA K-1s filed on behalf of CA residents. Specifically,...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are unable to remove or edit footnotes in the footnote library. Also, our footnote rows are getting cut off and broken into 2 lines, which is p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part III line 2c for the Total and Ohio Column should be a cal based on Part II ln 1a and b inputs instead of having a separate line in...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ohio K-1 - Part II ln 1a and 1b should be calculated based on the table below instead of having a separate line input that will require a separate...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. PA K-1 - The Additional Information for each partner is not automatically checking NRK-1 vs RK-1 How will this idea help you and potentially other...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to insert allocation code in the footnote. How will this idea help you and potentially others? Understanding how things are done today, whe...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is not possible currently on the CT 990T to manually make an overpayment be added to line 9a in order for a refund to carry forward to a future...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K-1 Export - There should be a separate input for QBI Wages and UBIA in the 199 A section. Right now I would have to add a separate footnote or in...