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K1 Aggregator Guide | K-1 Reader Upload

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Batch Uploads

To upload K-1s:

  • Open your instance by clicking on the instance name
  • Drag and drop your K-1 batch into the Reader dropzone
  • 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
  • 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

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

K-1 Upload Manager Page

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.

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

 

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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