Hello! Please review the following changes that have been introduced as part of this K1x release.

Tax Year Updates

990 Series Solution

The Massachusetts Form PC now includes an "E-File Mandate" watermark for Tax Years 2022 and 2023. Additionally, the user interface (UI) has been updated to include E-File Mandate information along with a URL for further details on this directive.
The Vermont CO-411 now includes a "Do Not Mail" watermark to the PDF printout of the form when Status on the "Review & File Forms" screen is either "Submitted" or "Accepted"
Added 2023 client-specific instructional documents to the "Resources" section, accessible exclusively to the designated client

Input fields have been updated and PDF generation is available for the following states: MT, WI, NC (Supplemental Schedule).

Selected new lines have been incorporated into the CCH integration for return type 990.

K-1 Analyzer investment data can now be uploaded into Scenario Builder for entities which issue and also receive K-1s. With this release, K-3 data transfer is now available in addition to Federal and state K-1 data (previously released). For more information, see this article.
K-1 Navigator now automatically selects the correct MN K-1 form for each investor based on their entity type. This functionality will be extended to all states with multiple K-1 forms in future releases.

Updated to latest schema version for Federal Form 990-T Form 4136 for Tax Year 2022
Removed inaccurate support information (email and phone number) from environments where it was previously displayed
Corrected Tax Rate table calculations for the states of AR and LA for Tax Years 2022 and 2023
Corrected an issue where the Form 990 Signature Block and Title were not reflecting on the PDF for Tax Year 2023
Corrected an issue on the Illinois IL-990-T where the checkboxes in Step 1 were incorrectly mapping to the PDF for Tax Year 2023
Corrected an issue that was causing CA filings to get rejected for Tax Year 2023
Corrected an issue that was causing package printing generation to fail for ND and NM
Corrected an issue where the state rollover button was disabled for some users who should be able to perform rollover
Corrected an issue where a Fair Share calculation was incorrect for a specific client

Multiple issues with Form 5471 have been resolved including: commas missing from numeric values on the PDF, data in Part 1 Section 1 mapping to the incorrect column, and Schedule Q totals not mapping to the PDF.