All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A box, drop down, or other function to select preferred font size How will this idea help you and potentially others? Understanding how things are...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Show the returns that were recently opened in their own pane, separate from the rest of the returns. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When an investment does not provide a K-2, we often need to fill one out "pro-forma" based on the face of the K-1. If we could see a checkbox on t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can you add a section that allows me to enter the IDs for each investment? How will this idea help you and potentially others? Understanding how t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Some of the percentages of ownership have up to 5 digits after the decimal. We need a way to add more decimals to be more precise. How will this i...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, the tool requires group returns to use Master Comp to function correctly. Group returns should have the OPTION to use or not use Master...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We Are suggesting a report that will show Carryovers from one tax year to the next. This would include total tax / total tax credit to next year /...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to calculate all slices by default How will this idea help you and potentially others? Understanding how things are done today, where the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Expand the Schedule K-1 Report in K-1 Navigator to include all entities in the project. How will this idea help you and potentially others? Unders...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have filters on the dashboard for things like year-end, client name, due date, etc. to easily be able to see all clients with ...