Include Line Item Details in Landscape K-1 Income Summary Report

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

Our landscape report is the simplest presentation of line item information but it lacks helpful line item details. Inclusion of those line item details will make this report format more informative and useful.

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.

Reviewing line item detail in this more streamlined format will make it easier to determine what to report on tax returns, tie Analyzer workpapers to tax returns and will make the report format more useful for integrating data into third-party systems via export/copy/import

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 client/prospect types.

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.

Add line item details to the K1 Line Item and Investments views of the Landscape orientation K-1 Line Item Summary.