After reviewing the K-1 information from the export in Excel, it will be helpful to change the K-1 status all at once to the next level.
Release Date
Mar 20, 2024
Guest
Jun 13, 2023
Great idea. For now when I have to do a huge bunch of them at once I have a version of the return in Axcess (say V9), and bridge them all over and in that process can update the status to Review 1.
Currently the only way to update investment statuses in bulk is to use the export to CCH feature. It would be great to be able to update them in bulk from the Manage Investment screen.
Great idea. For now when I have to do a huge bunch of them at once I have a version of the return in Axcess (say V9), and bridge them all over and in that process can update the status to Review 1.