---
title: K1 Aggregator Guide | K – 1 Reader Upload
description: Learn how to upload K-1s into K1 Aggregator Reader, including batch upload best practices, file requirements (one K-1 per PDF with a federal facepage), recommended limits, and where to track processing status.
---

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January 15, 2026

# K1 Aggregator Guide | K – 1 Reader Upload

## Step-by-step instructions for batch uploading K-1 PDFs into Reader, monitoring upload status, and viewing processed investments.

### Batch Uploads

### To upload K-1s:

- Open your instance by clicking on the instance name

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652379335703-2-1-1.png)

- Drag and drop your K-1 batch into the Reader dropzone

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652368725911-2-1-1.png)

- You can drop PDFs individually or in bulk
- Each PDF file must represent a ***single K-1 packet***
- Each file must contain a federal facepage
- Upload PDFs **without passwords** or encryption.
- We recommend dropping no more than 150 files at a time
- The more files you drop at once, the longer it will take for the upload to complete
- The green chip highlighted below will indicate how many K-1s are processing

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652368729879-2-1-1.png)

### Upload Status

You can track the upload status either on the Manage Investments batch view or on the K-1 Upload Manager page

### Manage Investments - Batch View

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652379346711-2-1-1.png)

### K-1 Upload Manager Page

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652379352983-2-1-1.png)

### View Investments

Once the upload status has updated from 'Processing' to "Processed", you can view the new investment on the Manage Investments page

If the status is 'Error', we were not able to extract data from the K-1. Click on the overflow menu to see errors.

![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25652368741015-2-1-1.png)

Uploading the same K-1 multiple times will update the current investment, it will not create a new investment. To create multiple investments with the same EIN, please see [this article](https://support.k1x.io/multiple-k1s-with-the-same-ein?hsLang=en-us)

 

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