K-1 Import Template revamped

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

The import templates need updates for tax technical and ease of use.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

The partner import template doesn't support trusts with SSN's or Duplicate EINS. Multiple of the same EIN's are often used for profits interest K-1's.

The capital account import is difficult to add additional activity detail

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All users especially those that first prep these items in standard workbook and then can transfer these templates easily into navigator.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

The Capital account import just needs a new layout that can aggregate from underlying data. The additional detail or "events" need to be readily available/easily added.