The v2.81 release improves Schedule K-1 data processing by ensuring extracted partner and shareholder details are preserved when taxpayer identification numbers (SSN/TIN) are missing or masked. In addition, this enhances deal management by resolving an erroneous notification issue during widget deal exports, ensuring a seamless and reliable download experience.
Enhancement
Missing or Masked Identifier Review Workflow
Automatically flags missing or masked SSN/TIN fields for user review and resolution in the validation workflow without clearing or overwriting other populated taxpayer details.
Bug Fix
Widget Deal Export Notification
Fixed an issue where clicking “Export” on a Deal in the widget displayed a false “404 Not Found” error banner even though the export file downloaded successfully.
K-1 Taxpayer Information Retention
Retains and displays extracted partner and shareholder names and addresses in Part II even when the SSN or TIN is missing, completely masked, or unreadable across Form 1065, 1120-S, and 1120 schedules.
Overall Impact
This release streamlines tax return analysis by eliminating redundant manual entry for Schedule K-1 taxpayer information and delivers a smoother, error-free experience during deal exports.
