990T Schedule A - ability to export workpaper

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

990T, Schedule A - ability to export the data input to an Excel workpaper

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 will allow the engagement team and the client to have a clean workpaper to support and show documentation of the Schedule A data that was input.

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.

Clients and the engagement team

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 am not sure how to start this idea but there are import/export features throughout the tool. It would be very beneficial to offer at the very least an export option for this part of the return.