K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
When exporting the K-3 for all investments I see that investment name and EIN are included in the export, but some investments are foreign and don't have EIN's. |
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. |
I believe adding a separate line with the entities' activity number would help us differentiate the investments greatly. This would also help us when creating a formula in excel to differentiate the investments and tie out the K-3 in our workpapers. |
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. |
This idea will benefit users who work on foreign investments and have entities with similar names. |
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. |
it could be added as a filter for the review screen of the K-3 summary and then it could also be added as a separate line for the K-3 export itself. |