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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Apr 17, 2024

Better visibility into the total taxable income and if it ties to Item L once you are inside the detail of the certain investment

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

It would be helpful if the taxable income total presented at the top of the investment's Taxable Income page with or without the green check that appears on the summary. It's helpful when you're on the summary page to know that - but once you're in reviewing the details, it's nice to know that everything still ties out.

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.

It saves a ton of scrolling/back and forth when you're editing data

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.

Everyone

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.

At the top of the individual K-1 Taxable Income tab (maybe where it shows the capital/P&L percents) show the taxable income calculated total and the check if it ties to Item L.


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