Matching should be based on Pass-through(Investment) EIN, not Pass-through(Investment) Name.

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

Pass-through(Investment) Name should not be a consideration for matching

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.

There are often discrepancies on the investment name between K-1 Analyzer and CCH Axcess. Currently, the investment names must match exactly between CCH Axcess and K-1 Analyzer. This is a requirement in the 1120 platform because there is no activity number to do the linking between the two solutions. If the matching goes based off of Investment EIN, it will enable seamless matching between K-1 Analyzer and CCH Axcess and less errors.

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.

All users will benefit from this.

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.

Matching should be based on Pass-through(Investment) EIN as Activity number is not used in the 1120 Axcess product