upload K-1s from the same investment but different tax years

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

Currently, if we upload both current and prior year K-1s for the same investments, the later-uploaded K-1 overrides the earlier one, even though they are from different years.

Our workaround has been to modify the investment names by adding the year to them (e.g., AAA 2021, AAA 2022), allowing the software to accept both K-1s.

Could this process be improved in the future?

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.