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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Feb 23, 2024

State Tax Data Exports (Remaining Jurisdictions)

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

Mapping of extracted K-1 data from remaining state forms (all states with a K-1 form other than CA, PA, NY, WI, MN, NJ, IL, MA, AZ, and OR which will have been completed first) 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.



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