K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Currently, we already a tax software system that populates our K1s. We have to manually download each individual K1, save them to a directory and then manually upload them into the K1 portal. It would be ideal to be able to transmit the PDF directly from OIT to K1x. |
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. |
This would save us a lot of time as we have alomost 300 K1s that have to be manually uploaded into the K1 portal. |
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. |
The Federal compliance team would benefit the most. |
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. |
I would envision being able to have K1x pull the K1s (or the data on the K1's) directly out of OIT and generate K1 PDFs within K1x. |
Great idea. In addition to OIT, it would be great to pull from all compatible systems (GoSystem, CCH). This might be able to be achieved by an additional instance set up screen which can pull K-1 producing data from a return. The unique identifier would be partner number.
This is a similar concept to pulling the k-1 into analyzer directly from K-1 Navigator.