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K1x Ideas
Status Community Review
Categories All Products
Created by Guest
Created on Jan 22, 2025

Return Reference - Identifiers

Idea:

Consistency in how Return References and Identifiers populate (with less variability and manual entry) and an easy way to get them in the correct order on each Schedule.

How will this idea help you and potentially others?

Easier for the reader to follow. Easier to review and compare across entites/years.

Who will benefit from this idea?

Preparers, reviewers, clients, all viewers of return.

How do you envision this idea being implemented at K1x?



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  • Guest
    Jan 22, 2025

    I agree. This is especially important on Schedule O and Schedule R, Part VII. Sch R Part VII can be extremely difficult to get in the right order if you have a return that has a lot to disclose, especially for Part V. Is it difficult to add a sort order box for Sch O and Sch R, Part V, similiar to the listed personnel in Part VII Compensation?