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K1X Release - 8/14/2025

K-1 Aggregator Bug Fixes: Lines 22 and 23 check boxes on Federal/State Taxable Income Tab - data saving issue is resolved. Line 20 issues on the Federal/State Taxable Income Tab

K-1 Aggregator

Bug Fixes:

  • Lines 22 and 23 check boxes on Federal/State Taxable Income Tab - data saving issue is resolved.
  • Line 20 issues on the Federal/State Taxable Income Tab and Federal/State UBI Tab have been resolved.
  • Duplicate Investments in Manage Investments Screen: new K-1 uploads will not be duplicated if the system detects an existing record for that investment.
  • Activity Numbers Error on Import: Activity Numbers populated in the K1 Aggregator Import template should now flow through on import into K1 Aggregator.
  • Desktop Integrations: UltraTax and ProSystemFX Tool exports from K1 Aggregator have been restored.
  • GoSystem Export Template out of K1 Aggregator has been updated.