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K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Jun 6, 2024

Rollforward or do a save-as for a return with-in same tax year

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

Be able to rollforward a return within a certain tax year for short period filings and also create a save as function for amended tax returns.

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.

We won't have to key in data that is already in the system. We can also keep the initially filed return in tact.

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 firm's preparing returns

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.



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