K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Right now I can only download a digital K-1 json on a per investment basis. I would like to be able to filter on status, then download them in bulk. |
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. |
Right now I have to download the state and federal k-1 excel files in order to upload K-1s in bulk to a 1040 in order to avoid all the manual edits that the current CCH integration requires after import. This doesn't allow me to view data by activity and I have to do it as two separate files. |
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. |
Users who need additional reporting that doesn't come standard in K1x. |
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. |
"Bulk download digital K-1 JSON" button added to the Select All caret dropdown |
The Download Digital K-1 JSON file I learned from a rep is supposed to be the same as the "Generate K1x file" which is already available as a bulk download. They aren't identical, the digital k-1 json file is 1.9k lines while the k1x file is 3k lines (or vice versa I can't remember) but I haven't had time to figure out what the difference between the two files are yet