K1x Ideas
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Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Sep 7, 2023

RELATED IDEAS

Functionality to rollover foreign forms

Adding rollover functionality to foreign forms will save a lot of time and ensure error-free work

Release Date Sep 19, 2024
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16 MERGED

Option to Copy Prior Year Responses and Ending Balances for Foreign Forms

Merged
Option to copy prior year responses instead of clicking through every yes / no each year. Also rolling over the ending balances for foreign forms to beginning balances.
over 2 years ago in K1 Aggregator 1 Ready to Plan
1 MERGED

Rollover Foreign Disclosure Forms

Merged
Clients request that Foreign Disclosure Forms be rolled over from year to year. Clients are frustrated that they have to re-enter that information each year.
over 2 years ago in K1 Aggregator 0 Ready to Plan