The option to check the box for passthrough entities to automatically export K-1 data to individual owners' returns prepared by our firm is very useful. However, there are times when it's necessary to only export to one partner, rather than all. In entities with lots of partners, this could mean un-checking many partners to get just the one, and then having to go back through and re-check the box for all the relevant partners. This is tedious and prone to errors.
It would be a huge time-saver on the export pop-up screen to show all the pre-selected partners as it does now, but also have checkboxes and an uncheck-all button for such a case. The screen could be similar in concept to the e-file screen, where the selected parties are all listed, but we can then choose a subset to proceed to the next step.
Thanks for the idea to show all pre-selected partners and have check boxes to be able to select which gets exported . We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> Lacerte Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.