K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Ability to suppress certain investment information items from flowing in to the return. The item that most often comes to mind is the ownership box for 1040's (T,S,J). more often than not, these are already designated in the filing software so a user would have to manually update within K-1 Analyzer to ensure any Spousal K-1's are not defaulted back to "T" Taxpayer. Currently this is creating more time prepping. |
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. |
Less manual preparation. |
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. |
Anyone prepping 1040's |
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. |
Tenet level settings to disable and enable what is flowing into the return |