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K1x Ideas
Status Already exists
Categories K1 Aggregator
Created by Guest
Created on Jul 25, 2024

K-1 & K-3 Detailed extraction of line items and footnotes including state extracted information

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

Currently, there is no telling which lines, footnotes from the federal k-1, k-3, and each state K-1 is ready by the software. We need a detailed extraction list of line items and footnotes including state extracted information

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.

This idea will allow users to better understand what exactly K1 Aggregator is extracting from a federal k-1/k-3 and all states, on a line-by line basis

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.

A detailed list or report in a granular format will accomplish this. It should be a matter of touching base with the technical subject matter experts and understanding how K-1 aggregator is picking the data in the back-end. That will enable you to put together a detailed extraction list.


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