Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
A rule builder where rules can be created to automatically reclass certain lines when a K-1 is read. |
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. |
Reclassing takes manual effort in K-1 Analyzer and often is very repetitive. Setting up rules to reclass lines will save a lot of time and eliminate the need for Excel. |
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. |
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I saw the update in last month's presentation with the user-in-the-loop scenario after the K-1 is read. I hope the above scenario where a user can do something like always reclass 13AE 2% misc deductions to 18C, with some state interoperability is on the roadmap. We would also always reclass 20A and 20B to 0 so they don't go into CCH since CCH calculates that automatically.