K1 Creator

“PDF file” name issue – may be able to address this internally, but a limitation Want a way to custom name PDFs in K-1 packages

Describe your idea. The more information you provide, the clearer picture of your idea we will have. As a K1x Client, I have the ability to add new users and edit existing users. Currently. this ability is provided by my K1x contact who sends a di...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. If I as a K1x Client intend to use K1x as a long-term solution for tax document distribution to my Investors/Partners/Users, then I want those Inv...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. This idea is to lock the demographic information of Investors/Partners so that Investors/Partners are unable to edit such demographic information ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. This idea is to allow for K1x Clients to toggle off from the portal questionnaires any question that they do not wish their Investors/Partners to ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to map to the CCH K-2 import template so we can immediately see results for importing K-2 level data into a partnership return in CCH Axcess....

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entered 199A information on line 20Z and it added up the income and UBIA information instead of “see statement” for additional detail How will thi...

Cant have last name with a first name – issue for entities

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recently, there have been release notes that we can refer to for new features. However, it does not have formalized user guides nor in-app help li...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are unable to remove or edit footnotes in the footnote library. Also, our footnote rows are getting cut off and broken into 2 lines, which is p...