K1 Creator

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

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