All ideas

Expand the K-1 Reader to include reading 1099s

It would be helpful to set up the direct email pencil tool so that it also links to gmail as an email client for the COI surveys. When we get down to the last few board members that we are trying to track down to submit their survey, it would be v...

In K-1 Navigator, clients need to be able to produce 1041 K-1s.

In K-1 Navigator, clients need to be able to produce 1120-S K-1s.

15 minute time-out should be extended to give users more time to work in and out of K-1 Analyzer

Explanations do not carryforward from the prior year. Many explanations do not change from one year to the next. Need to copy and paste.

The user wants the ability to run the current AG Grid report across multiple tax years.

Currently line 3 is labeled as State K-1 or Federal K-1.

Build in support to K-1 Navigator for form W8-IMY. When a partnership has foreign persons and they receive specific payments, there's an automatic tax withholding that needs to occur along with notification on this form. Would need information tra...

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...