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Partial Packet Functionality in K1 Aggregator

The article explains that with the new Partial Packet functionality in K1 Aggregator, users can upload federal, state, and K-3 forms immediately when received, rather than waiting for an entire packet to arrive. This streamlines workflows by eliminating manual PDF merging, enabling earlier data review and accelerating tax prep during busy periods.

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