Scenario Builder: Global templates for line items

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

• Any consideration given by K1X to create taxonomies for each specific line/box of the Federal and state K-1s?
o That way, the user doesn’t need to create them from scratch.
o Creates uniformity amongst multiple projects/engagements.
§ Gives public accounting firms/K1X the option to create training manual on where amounts would go based on activated taxonomy.
o User would then just need to active the taxonomies he or she needs in order to get amounts to flow properly.
§ It would still be nice to have the option to edit the description of the taxonomy.
o As discussed, having more than two digits to identify the codes would be helpful. K1X confirmed this information isn’t necessarily used as part of the import process anyways into GoSystems or CCH Axcess.

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.