K1 Aggregator Instance Settings | 'Year Sequence'

Year Sequence is a required field in Instance Settings, however the only integration that requires this data is Onesource Trust Tax (OTT).

For all integrations except OTT, or if you do not use an integration, enter '0' in the field.

For OTT integrations, please review the following guidance:

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ONESOURCE TRUST TAX FIELD

DETAILS

NAVIGATION

The year sequence applies to split-year trusts.

A value of 0 indicates the period before the split occurred, and 1 indicates the period after the split occurred.

For trusts that are not split-year trusts, the year sequence is 0.

You can determine if a split-year event occurred on the Event History page in OTT. 

Also, if a split-year event occurred, the Split Tax Year into two filing periods link changes to Split Tax Year-Details in the Account collapsible section on the Account Information page.

1. Open the account where the split-year event occurred.

2. Select Event History from the Account Action drop-down list. The Event History page displays.

If a split-year event occurred, Split Return will show in the Type column in the Event History collapsible section.