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K1x Ideas
Status Shipped
Categories K1 Aggregator
Created by Guest
Created on Jan 30, 2024
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit IDEA-I-249 State K-1 Reading.

State Tax Data Exports Merged

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

Mapping of extracted K-1 data from CA, PA (RK-1, NRK-1), NY, WI, MN, NJ, IL, MA, AZ, and OR forms to K-1 Analyzer investment detail. Aggregation of the data in an in-app summary with Excel export available.

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.



Release Date Mar 20, 2024