Partial Packet Functionality in K1 Aggregator

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Overview

K1 Aggregator's Partial Packet feature allows you to upload portions of K-1 packets as they arrive, eliminating the need to wait for complete packages before beginning your processing workflow. This functionality enables you to upload federal K-1s, state K-1s, and K-3s immediately upon receipt, significantly accelerating your tax preparation process during busy seasons.

Benefits

• Upload individual forms as they arrive rather than waiting for complete packages
• Eliminate manual work of combining multiple PDFs into a single document
• Begin analyzing available data sooner, even before all parts of the K-1 are received

How to Upload Partial Packets

Follow these simple steps to upload a partial packet to an existing investment:

1. For Tax Year 2024 only, open the desired instance/entity in K1 Aggregator
2. Locate the investment that you'd like to upload partial packets to
3. Click the three dots (⋮) to the far right on the row of the investment to open the action menu
4. Select "Upload with K-1 Reader" from the dropdown menu
   
5. In the dialog box that appears, drag and drop the partial K-1 PDF file into the designated area
6. Click the "Upload" button to begin processing

Results

After processing completes:

• The partial packet will be automatically added to the applicable section of the investment
• All data from partial packets will be aggregated together in the investment view

Notes

• You can continue to upload additional partial packets as they become available
• The system will update investment data as new information becomes available from subsequently uploaded packets

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