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K1x Ideas
Status Validating
Categories K1 Aggregator
Created by Guest
Created on Nov 18, 2024

Include activity number and separate activity info on digital K-1 json

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

Include activity number on digital K-1 json

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.

Activity numbers are CCH's primary keys in their system. Adding activity numbers in the digital K-1 json will allow users to import tax data to CCH using those files. The activity info must be separated 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.

Users trying to compare K1x data to what goes into the tax software, or users trying to import tax data into other platforms/modelling.

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.

I imagine the activity number is pretty straightforward to add, and separate activity info might be difficult.


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