K1X - Pre-Release Notes - Planned Release 10/8

The following are release candidates for a planned release on 10/8. Fixes and features that are release candidates are subject to change at any time at the discretion of the company. Updated/Final release notes will be published following the release.

K-1 Aggregator 

Features - Release Candidates

• 1099 Extraction Modules (with CCH Integration): Users can upload, view, and integrate 1099 and W2 files into CCH Axcess via K-1 Aggregator. Note: this feature is by request only. Interested in testing out this feature? Please contact your customer service representative.
• W-2 Extraction Module: Users can upload and view W2 files within K-1 Aggregator. (CCH Integration coming soon!) Note: this feature is by request only. Interested in testing out this feature? Please contact your customer service representative. 

Bug Fixes - Release Candidates

• K-1 Line Item Summary: An issue where line 4a was duplicating in the report will be resolved.
• K-3 Duplicating Line: An issue where line 55 Net Income was duplicating will be resolved.
• Comment navigation: Users will remain on the tab they are on where they left a comment (instead of being directed away)
• Form 5471 Schedule B Printing: If a value is 0, it will print as 0 in the PDF. 

• Form 8886 EIN field Missing Digit upon Print to PDF​: Hyphens in EINs will persist throughout the form if they are entered into the K1A user interface.