Add Prior Year Data

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Prior year information can be entered into the application by using blank Excel templates provided within K1 Aggregator.

Download the import template:

1. Open your Instance
2. Go to "Manage Investments" tab
3. Click on the dropdown (item 1 below)
4. Click "Download Import Template" (item 2 below)

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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