K – 1 Upload Quick Reference Table

Category	Requirement	✅ Supported	❌ Rejection Risk
Form Type	IRS Schedule K-1 from Form 1065, 1120-S, or 1041	✅ Yes	❌ Form 8865 or custom/state form
File Format	PDF, machine-generated (not scanned or photographed)	✅ Yes	❌ Image-based or scanned
File Structure	One Federal K-1 per file	✅ Yes	❌ Multiple K-1s in one file
Document Security	No password protection or encryption	✅ Yes	❌ Locked or secured file
Layout	Standard IRS format, portrait orientation	✅ Yes	❌ Custom layout, rotated, or altered
Content Completeness	Must include all pages and have EIN, taxpayer name, and data	✅ Yes	❌ Missing key fields or incomplete
Tax Year	K-1 is for 2018–2023	✅ Yes	❌ Older or unsupported year
State Data	Federal K-1s supported; limited state-level extraction	⚠️ Partial	❌ State-only forms
File Naming	Clear, unique name (e.g., `ClientName_2023_K1.pdf`)	✅ Recommended	—

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