K1x Ideas
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Status Community Review
Categories K1 Aggregator
Created by Guest
Created on Feb 21, 2023

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K-1 Analyzer Reporting Improvements

K-1 Analyzer reports could use some overall improvements, workflow improvements, and individual report improvements.

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  • Guest
    May 23, 2023

    K1X is currently working to improve the usability and design of our K-1 products. Once that work is complete, we will be reviewing ideas such as this one to implement in that new experience.

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2 MERGED

Add a report for 8886

Merged
We need a report for all investments that will the information entered on the 8886 tab in K-1 Analyzer ?
over 2 years ago in K1 Aggregator 1 Already exists
2 MERGED

Create report for Siloed (Look Through Rule) investment

Merged
In the input screen in K-1A under the Federal/State UBI tab, you are able to select (and add) activities of an investment. It would be nice to have a report that can capture this information. With that, we would be able to track siloed investments...
over 2 years ago in K1 Aggregator 0 Will not implement
1 MERGED

Report by Activity Parameter for Reports

Merged
Users need to be able to report by activity instead of just investments.
over 3 years ago in K1 Aggregator 0 Community Review
1 MERGED

Show state withholding on 15O in the withholding section of Review Investments > State Taxable Income.

Merged
Currently the only way to get state withholding to flow to both the tax software and the Review Investments > State Taxable income report is to enter it in both 15O AND the withholding line below each state. The review investments > state ta...
about 2 years ago in K1 Aggregator 0 Planned
1 MERGED

Add reclass column to the K-1 Income/Expense summary report (portrait mode)

Merged
Folks need to be able to quickly review how/why they reclassed line items from their original values. Adding the option to show the original>reclass>final values would be a big help
over 2 years ago in K1 Aggregator 0 Will not implement
1 MERGED

K-3 Comparison Reports

Merged
To generate a K-3 report similar to the "K-1 Line Item Summary or K-1 Comparison" reports.
almost 3 years ago in K1 Aggregator 1 Will not implement