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K1 Aggregator
The K1 Aggregator section offers documentation and how-to’s for the K1 Aggregator web application, focused on handling K-1 / investment data workflows, integrations, reporting, and module management.
Aggregator Modules
Aggregator Modules - Investments
Aggregator Modules - Foreign Forms
Aggregator Modules - Integrations
Aggregator Modules - Reports and Exports
General
- K-1 Aggregator 1099 Extraction - Beta & Early Access
- 199A Input, Aggregation and Integration
- ⚠️ Behavior When Disabling Group Management Without Clearing Existing Group Assignments
- How to Manage Tags in K1 Aggregator
- How to Import and Update Investments in K1 Aggregator
- Investment Activity Number
- K-1 Aggregator - Executive Summary
- K1 Aggregator Rollover Settings
- K1 Aggregator Group Management Feature
K-1 Aggregator FAQ
- How Can I Export 199a Data from K1 Aggregator?
- K-1 Upload Quick Reference Table
- K-3 Summary Report, Part X Section 3 Not Loading
- Can I Set Client-Level Defaults in K-1x to Skip Certain Fields?
- Can K-1x Create a New Activity in GoSystem Based on the K-1 Data?
- Do I Need to Create a New Activity in GoSystem Before Uploading a New K-1 in K-1x?
- What Happens if I Upload a K-1 with Incorrect or Missing Information?
- Does K-1x Require an Activity Number to Send Data to GoSystem?
- Do I Need to Manually Enter the Activity Name Number for Each K-1 to Ensure Proper Mapping?
- Why Doesn’t K-1x Automatically Match K-1s to the Correct Activity in GoSystem?
- K1 Aggregator Tax-specific Q&A
- K1 Aggregator Foreign Forms Q&A
- K1 Aggregator Export Q&A
- K1 Aggregator General Q&A
- How do I include activities in the K-1 Line Item Summary Report?
- How do I change the Income Type?
- K1 Aggregator | Green Checkmark Formula
- Why Are There Missing Investments in the K-1 Line Item Summary Report?
- Form 8621 Statement
- Form 926 Part II Line 9 Controlled Foreign Corporation
- Does K1 Aggregator Support K-3 Data?
- Blank Tax Return Report Summary
- CCH Integration Conflicts with Other Software
- Reader Upload 'Warning' Messages
- Foreign Form 5471 & 5471 Schedules
- Explanation of the color coding on the annotated PDF.
- Delete a K-3 Line Item
- Error Generating Form 5471
- Foreign Form Download Error
- How to Download Foreign Forms
Integrations
- CCH Axcess Troubleshooting
- How to Export Activities from CCH Axcess & Import into K1 Aggregator
- K1 Aggregator Integration with 990 Tracker
- Requirements and Setup for the K1 Aggregator to GoSystem Integration
- K1 Aggregator CCH Integration
- Integrations with Thomson Reuters
- Wolters Kluwer CCH Axcess Integration
- K1 Aggregator Instance Settings | 'Year Sequence'
- Required Fields for Successfully Sending Data from K1 Aggregator to OIT
- CCH Error - InvalidDataAtFieldElementLevel
- CCH Supported Return and K-1 Types
- CCH Axcess Data Methodology Overview
- Exporting UBI to GoSystem Trust Import Template
- K1 Aggregator to CCH Field Mappings
- How Do I Utilize the CCH Axcess Integration?
K1 Reader
- K1 Aggregator | K-1 Reader Quick Start Guide
- How K-1 Reader (Upload) Matches Investments Automatically
- K-1 Reader Troubleshooting Tips
- K-1 Reader State Extraction Capabilities
- K1 Aggregator Guide | K-1 Reader Upload
- Substitute & State-equivalent K-1s
- Multiple K1s with the Same EIN
- K-3 Overflow Statement Extraction Support
- Which K-1 Versions Are Supported in K1 Aggregator?
- K-1 Reading Capabilities