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How K-1 Reader (Upload) Matches Investments Automatically

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Understanding how the K-1 Aggregator matches incoming K-1 documents to existing investments can help you streamline your review process and avoid duplicate investments. Our system uses a step-by-step matching logic to automatically associate documents with the correct records — prioritizing accuracy while minimizing manual work.

🔍 Matching Logic Overview

When a new K-1 is uploaded, K-1 Aggregator uses the following order of logic to find the correct pre-existing investment record:

  1. Partnership EIN (Employer Identification Number)
    • If there is a single unique match to a pre-existing record using the Partnership EIN, that match is used.
    • No further matching logic is applied unless there is a differentiating component in the order outlined below.
  2. Partner EIN/SSN
    • If the Partnership EIN does not yield a unique match, we attempt to match based on the Partner's EIN or SSN.
  3. Disregarded Entity EIN
    • We then look to match using the EIN of any disregarded entities associated with the Partner.
  4. Partnership Name
    • If the record still hasn't matched, we compare the name of the Partnership from the K-1 against the names of existing investments.
  5. Partner Name
    • As a final fallback, we attempt to match based on the name of the Partner.

💡 Best Practices for Ensuring Accurate Matching

To maximize the effectiveness of automatic matching:

  • Use consistent naming conventions when creating new investments.
  • If the Partnership EIN is obfuscated on one PDF, but not the other, a duplicate may be created.
  • If you are experiencing issues with duplicate investments, you can override the matching logic by using the inline Reader upload tool located in the Investment tools as shown here:

🚀 Learn More

For a walkthrough of uploading and reviewing investments, see our K-1 Aggregator Quick Start Guide.

Still have questions? Contact Support by clicking the "Get Help" button and we’ll be happy to assist.

 

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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