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.
Getting Started & Administration
- K1 Aggregator | Getting Started Guide
- K1 Aggregator Rollover for 990 Tracker Entities
- Setting Up a New Instance in Your K1 Aggregator Tenant
- Add Prior Year Data
- K1 Aggregator Rollover: What Carries Forward, What Doesn’t, and How to Configure It
- K1 Aggregator Rollover Settings (Optional Items + Where to Configure Them)
- How to Run Rollover to a New Tax Year Instance (Checklist + Validation Steps)
- Add or Remove Users from K1 Aggregator
- Can Multiple Users Work in K1 Aggregator at the Same Time?
Core Workflows
- Rollover of Investment Activities, 199A Activities and Matching Logic
- How to Import and Update Investments in K1 Aggregator
- K1 Aggregator Group Management Feature
- ⚠️ Behavior When Disabling Group Management Without Clearing Existing Group Assignments
- Investment Activity Number
- How to Manage Tags in K1 Aggregator
- 199A Input, Aggregation and Integration
- K1 Aggregator – Executive Summary
- State K – 1 Reading: CA and NY Resident/Non – Resident Update in K – 1 Aggregator
Reader Extraction & Document Upload
- K1 Aggregator Guide | K – 1 Reader Upload
- K – 1 Upload Quick Reference Table
- K1 Aggregator | K – 1 Reader Quick Start Guide
- Which K – 1 Versions Are Supported in K1 Aggregator?
- K-1 Reading Capabilities
- K – 1 Reader State Extraction Capabilities
- K – 3 Overflow Statement Extraction Support
- Substitute & State – equivalent K – 1s
- Multiple K1s with the Same EIN
- Do I Need to Rotate or Reformat K – 1s Before Uploading Them into K – 1x?
- Reader Upload 'Warning' Messages
- How K – 1 Reader (Upload) Matches Investments Automatically
- K – 1 Reader Troubleshooting Tips
- K-1 Reader Matching Logic: How Uploads Map to Investments
Aggregator Modules - Investments
Aggregator Modules - Foreign Forms
Aggregator Modules - Reports and Exports
K-1 Aggregator FAQ
- Foreign Form Download Error
- Foreign Form 5471 & 5471 Schedules
- Do I Need to Manually Enter the Activity Name Number for Each K – 1 to Ensure Proper Mapping?
- What Happens if I Upload a K – 1 with Incorrect or Missing Information?
- Form 926 Part II Line 9 Controlled Foreign Corporation
- Does K-1x Require Manual Input of the Activity Number to Link K-1s to Activities in GoSystem?
- Can K1x Create a New Activity in GoSystem Based on the K – 1 Data?
- Can I Set Client – Level Defaults in K – 1x to Skip Certain Fields?
- K – 3 Summary Report, Part X Section 3 Not Loading
- How to Download Foreign Forms
- Can K – 1x Automatically Match K – 1s to the Correct Activity in GoSystem?
- How Can I Export 199a Data from K1 Aggregator?
- How do I change the Income Type?
- Blank Tax Return Report Summary
- Explanation of the color coding on the annotated PDF.
- Do I Need to Create a New Activity in GoSystem Before Uploading a New K – 1 in K – 1x?
- K1 Aggregator Foreign Forms Q&A
- Does K1 Aggregator Support K – 3 Data?
- Form 8621 Statement
- K1 Aggregator Export Q&A
- Delete a K – 3 Line Item
- Error Generating Form 5471
- How do I include activities in the K – 1 Line Item Summary Report?
- K1 Aggregator Tax – specific Q&A
- K1 Aggregator | Green Checkmark Formula
- Why Are There Missing Investments in the K – 1 Line Item Summary Report?
Integrations - CCH Axcess
- K1 Aggregator to CCH Field Mappings
- CCH Axcess Data Methodology Overview
- CCH Axcess Troubleshooting
- CCH Integration Conflicts with Other Software
- How to find K1 counts in CCH Axcess
- CCH Supported Return and K–1 Types
- CCH Error – InvalidDataAtFieldElementLevel
- K1 Aggregator CCH Integration
- How to Export Activities from CCH Axcess & Import into K1 Aggregator
- How to Download the CCH Axcess Batch Manager Log Files
Integrations - All Other
- K1 Aggregator Instance Settings | 'Year Sequence'
- Where to Find Transfer Issues in GoSystem Tax + K1X
- K1 Aggregator Integration with 990 Tracker
- Required Fields for Successfully Sending Data from K1 Aggregator to OIT
- Exporting UBI to GoSystem Trust Import Template
- GoSystem Integration Setup: Developer Portal and App Provisioning Settings
- Integrations with Thomson Reuters
- Desktop Software Data Transfer Tool - UltraTax & ProSystem fx