K1s names need to include the entity

We have multiple clients with the same investors receiving k1s from several entities. They need to be able to differentiate between k1s without manually changing the names of hundreds of k1s. PLEASE automate that the names of the k1s flows through from Ultra tax with the entity name included in the k1s name. It prints this way in Ultra tax's client files!




1 comment
  • Official comment

    Hi Shevy, thank you for providing this feedback. I see that your firm information has already been added to the enhancement request we have open with our product team. I can confirm that they are working to implement this, although we do not have an ETA at this time. As with your colleague, I will be sure to bring your comments back to our product team so they understand the urgency to see this released. 

    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post