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K1x Ideas
Status Community Review
Categories K1 Aggregator
Created by Guest
Created on Sep 3, 2024

We love the green checkbox on K-1 income showing all the income items tie out. Can you please add it to the income on the data entry screen too?

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

Bring a checkbox image to the data entry screen, so when people are manually editing values they can see when a green checkbox disappears. Adding the amount it is off by would be great too.

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.

The green checkbox has allowed us to give interns a check figure and say "you can consider this K-1 complete when you have a green checkbox here." Since 18C, foreign taxes, etc make it so we can't just compare the Item L and calculated taxable income numbers, the green checkbox helps a lot.

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.

Anyone who edits/reclasses data in K1 Aggregator.

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 adding a green checkbox like the selected image.


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