K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
We would like to have a sentence on the filing instructions that automatically populates with the amount of undistributed income for the current year. |
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 would help us not have to remember to edit the number every time the return changes and we would not have to manually update our filing instructions. This sentence is very important to our clients as well. |
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. |
Preparers, reviewers, and clients |
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. |
Just like the amount of tax due or overpayment is shown on the filing instructions, I see a section that states what the undistributed income is if any and the date it needs distributed by. This would automatically pull from Part XII. |