K1 Creator

The K1 Creator section provides comprehensive guidance on utilizing the K1 Creator web application for generating and managing K‑1 tax documents.

• Setting Up a New Project: Creating Your Entity and Investor Foundation
• Entering Federal K-1 Tax Data: Building the Foundation
• Managing International Tax Data: Schedule K-3 Reporting
• Managing Entity & Investor Demographics: Organizing the Core Details
• Creating Custom Statements
• Managing State Tax Data: Apportionment, Adjustments, and Allocations
• K1 Creator: Core Feature Overview
• K-1 Package Building