K1x Ideas
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Status Community Review
Categories K1 Creator
Created by Guest
Created on May 24, 2023

RELATED IDEAS

Composite and Withholding Module

Various functionality related to composite and withholding elections and calculation which may include:

  • Gathering investor data to determine eligibility

  • Generating required forms and distributing to investors

  • Collecting investor signatures

  • Calculating withholding or composite taxes due

  • Generating payment vouchers

  • Calculating PTET

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    1 MERGED

    Calculate Composite & Withholding Tax by Partner by State

    Automatically calculate or generate the C & W/H tax by partner for each jurisdiction that is activated, also using the login for the C & W/H elections provided by the investors.
    over 2 years ago in K1 Creator 0 Community Review
    4 MERGED

    Digital Signature Capability for signing forms PBC

    Digital Signature Capability, i.e. DocuSign for provided forms for exemptions, etc.
    over 2 years ago in 990 Tracker 0 Ready to Plan
    1 MERGED

    Composite and Withholding Questionnaire

    In K-1 Exchange, clients need to be able to have a way for investors to answer questions to determine composite and withholding requirements and complete the necessary forms.
    over 2 years ago in K1 Creator 0 Community Review
    3 MERGED

    PTET Credit Calculations

    Provide a question on the investor questionnaire re: the Pass-Through Entity Tax, as well as calculate the per partner amount
    over 2 years ago in K1 Creator 0 Community Review
    1 MERGED

    Ability to Export Composite & Withholding Elections to Software

    Ability to Export Composite & Withholding Elections for investors directly to the tax filing software
    over 2 years ago in K1 Creator 0 Community Review