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K1 Aggregator Rollover for 990 Tracker Entities

After rolling forward your 990 Tracker engagement, use the K1 Aggregator link to open and confirm your new-year instance in K1 Aggregator.

For 990 Tracker entities, your K1 Aggregator instance is directly linked to your 990 Tracker engagement. Once you roll forward the 990 Tracker engagement, you can access the corresponding new-year K1 Aggregator instance from within the new engagement.

Before You Begin

  • Confirm that your 990 Tracker engagement has been rolled forward to the new tax year.

  • Ensure your engagement includes access to K1 Aggregator.

Steps to Access Your New-Year K1 Aggregator Instance

  1. In 990 Tracker, roll forward your engagement to the next tax year.

  2. Open the new-year engagement.

  3. In the left-hand navigation menu, click K1 Aggregator.
    *(See screenshot below — the K1 Aggregator link in the sidebar will take you to your connected Aggregator instance.)

  4. The K1 Aggregator screen will open. Make sure you're on the new tax year tab to view your rolled-forward instance.

Troubleshooting

If you don’t see the new-year instance, refresh your browser and confirm you’re in the rolled-forward engagement for the new tax year and click the K1 Aggregator link again. If the issue persists, contact Support with the engagement name and tax year.