K1x Release - 01/15/2026
Tax Year 2025 is now available!
K1 Aggregator
We're happy to announce that the tax year 2025 is now available!
Here's what you can use right now.
- Upload K-1s utilizing our latest model (Extraction Plus)
- User interface for Federal, State, UBI, K-3 Forms
- Review Investments
- Reports
-
Data integration to 990 Tracker
We're still working on some updates, which include:
- Generating PDF and XML for foreign forms
- Integrating data with Thomson Reuters products (OIT, OTT, OIT Express, GoRS, UltraTax)
- Integrating data with ProSystem Fx
- Integrating data with CCH Axcess Tax (the integration is still functional in TY24, but new line items won't map to CCH)
- K-3 Summary on the Review Investments page
For more details on how to rollover, please check this article.
990 Tracker
We're happy to announce that the tax year 2025 is now available!
Here's what you can use right now:
- Engagement rollover from 2024 to 2025
- User interface and PDF generation for Federal Forms (990, PF, EZ, T, 4720).
- User Interface and PDF generation for the following states (AL, AR, CT, GA, ID, ND, UT and WV).
- Benchmarking (990 export)
- Conflict of Interest
- Master Compensation
- Data integration from K1 Aggregator
We're still working on additional updates, including:
- Electronic filing for the 2025 tax year
- Additional States
- Check out the Forms Status Page for updates on individual forms!
K1 Creator
We're happy to announce that the tax year 2025 is now available!
Here's what you can use right now:
- Project rollover from 2024 to 2025
- User interface for Federal Forms
- Allocation Codes
- Investor Set Up
- Footnotes
We're still working on additional updates, including:
-
Package generation for Federal Form PDFs
- User Interface and PDF generation for all 42 States
- Integrating data with CCH Axcess Tax
- Integrating data with GoSystems