990 Schedule B Automation

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

Have an ability to default to automatically excluding contributions under the 2% threshold

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.

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.

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.