K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Export all the details that make the line items on page 1 of the Sch. K1. For example, Line 11 A of page 1 is consists of Sect. 986 gains, Sect 988 gains, or line 11S consist of short-term Capital gains and Long term capital gains. Want the ability to see that level of detail in our exported reports, since this detail is already within K1A. |
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. |
users can export this level of detail and map the details of each line item to their needs. Since this level of detail is already within K1A, it shouldn't be an additional lift after users export the reports and perform this rework. |
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. |
Clients that have to comform to complicated regulations, with complicated returns that require them to map different income/deduction types from the Schedule K1. |
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. |
When exporting the K1A Line items report, prompt with drop down options should show up and allow user to select between investments detail per line or Line item detail of each line item. |