--- title: Creating and Managing Statements description: Create and manage statements in K1 Creator with guidance for building customized supporting details, organizing investor information, and producing clearer K-1 packages. --- [Skip to content](https://support.k1x.io/creating-and-managing-statements#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [K1 Creator](https://support.k1x.io/k1-creator?hsLang=en-us) 3. [Core Workflows](https://support.k1x.io/k1-creator?hsLang=en-us#core-workflows) September 25, 2026 # Creating and Managing Statements ## The Statements page is where you create and manage investor statements that are included in the K-1 package. Statements automatically use the active scenario data for the entity. You can create multiple statements per entity and preview how they will look for any investor before finalizing. #### **Accessing Statements** Click Statements in the left-hand navigation. This page is available once at least one investor has been added. The Statements grid displays all statements you have created, showing a small preview of the text included in each statement, along with a row action to delete it. #### **Creating a New Statement** To create a new statement: 1. Click the Add Statement button on the Statements page. 2. The Statement Editor will open. Begin by adding a header for the statement. 3. Build out the statement content using the editing tools and elements available (see sections below). 4. When finished, click Save. You will be returned to the Statements grid where the new statement will appear. #### **Adding Attachments** Within the Statement Editor, you have the option to attach files to the statement. Attachments added here will be included in the K-1 package alongside the statement. #### **Formatting Tools** The Statement Editor includes a full set of text formatting tools: | **Tool** | **Options Available** | | --- | --- | | Text style | Bold, Italicize, Underline | | Font type | Arial, New Courier, Georgia, Lucida Sans Unicode, Tacoma, Times New Roman, Tribeca, MS, Verdana | | Font size | Adjustable via font size selector | | Text color | Color picker for text color | | Highlight color | Color picker for text highlight | | Indentation | Tab left, Tab right | | Lists | Numbered list, Bullet list | | Alignment | Left, Center, Right, Justified | | Table | Insert table; set number of rows and columns | | Page break | Insert a page break within the statement | | Full page view | Expand the editor to a full-page document view | #### **Adding Elements** In addition to free-form text and formatting, you can insert dynamic elements that pull data directly from the project. These elements populate automatically for each investor when the statement is generated. | **Element** | **Description** | | --- | --- | | Allocation Codes | Pulls allocation codes directly from the project as entered on the Allocation Codes page | | User Information | Inserts information about the logged-in user | | Issuer Information | Pulls partnership-level information from the entity | | Investor Information | Inserts investor-specific details for the recipient of the statement | | K-1 Line Items | Pulls line items directly from the first page of the K-1 for that investor | #### **Previewing a Statement** Before saving, you can preview the statement as it will appear for any specific investor: 1. Scroll to the bottom of the Statement Editor. 2. Select any investor associated with the project from the investor dropdown. 3. Click the Preview button. 4. A PDF of the statement will be downloaded for your review, populated with that investor's data. #### **How Scenario Data Works with Statements** Statements automatically pull from the active scenario for the entity. You do not need to select a scenario on the Statements page. 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All Rights Reserved. Patented/Patent-pending AI automation technology | The Digital K-1 Exchange and Digital K-1 Filetype. US2022/0405453 | AI-powered engine to extract data for K-1 PDF. US 2021/0082062 | C-TRAC. US 2010/0010849 1 High Street Court, Morristown, NJ 07960