All ideas

Open Tenant > "Demo" Home ">" Click ">" Tenant group management Calendar icon "Management Instance"> The client would very much appreciate the ability to do mass uploads and mass deletions for both Instances and Users in Group Management

Describe your idea. The more information you provide, the clearer picture of your idea we will have. K1x is importing zero values from K-1s and K-3s into Axcess. This results in unnecessary diagnostics within Axcess and generates Form 1116s for ce...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Make the e-file management report a feature that is not exclusive to admins. How will this idea help you and potentially others? Understanding how...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now I can only download a digital K-1 json on a per investment basis. I would like to be able to filter on status, then download them in bul...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Upload K-1 to an individual investment rather than an instance How will this idea help you and potentially others? Understanding how things are do...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Form 8936 How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add statuses to the drop-down list of options to account for scenarios where taxpayers receive additional information at a later time and the fede...

How do we keep the client answers/responses as support. Being able to tell the difference between what the client entered and what we completed/changed. We would typically have our PBC checklist as the back-up but this would be used in place of th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bypass the matching step when users individually upload with K-1 reader to a specific investment in the manage investments list. Not all K-1's hav...