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K1X Release Notes – 8/28/2025

K-1 Aggregator

Bug Fixes:

  • "Add Instance" button restored in Group Management Page.
  • Import Investments Template bug regarding negative amounts in the Federal K-1 column not importing has been resolved.
  • K-3 data reappearing after deletion issue has been resolved; deleted data should not reappear after refresh.
  • S-Corp and Partnership Activities mapping to CCH issue has been resolved; activities should flow through as expected.
  • When 'Include Activities' check box is selected, K-1 Line Item Summary should export with all underlying activity information.