--- title: Required Fields for Successfully Sending Data from K1 Aggregator to OIT description: Learn which required fields must match between K1 Aggregator Instance Settings and the OneSource Income Tax (OIT) Locator. Includes definitions, formatting requirements, and where to find each value in OIT for a successful data transfer. --- [Skip to content](https://support.k1x.io/required-fields-for-successfully-sending-data-from-k1-aggregator-to-oit#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [K1 Aggregator](https://support.k1x.io/k1-aggregator?hsLang=en-us) 3. [Integrations - UltraTax, Profx, OIT](https://support.k1x.io/k1-aggregator?hsLang=en-us#integrations-ultratax-profx-oit) January 16, 2026 # Required Fields for Successfully Sending Data from K1 Aggregator to OIT ## Field mapping checklist for K1 Aggregator to OneSource Income Tax (OIT) to ensure successful extraction and import. A successful extraction requires the following fields in K1 Aggregator Instance Settings to match the data in the Onesource Income Tax Locator: | K1 AGGREGATOR | ONESOURCE | DEFINITION | DETAILS | NAVIGATION | | --- | --- | --- | --- | --- | | Account Number (Instance) | Account | 4 character alphanumeric | n/a | Binders \> Account at top of screen | | Return ID (Instance) | Locator | 6 character alphanumeric (without the "C") | locator, binder, and return are used interchangeably | Binders \> Locator column | | Tax Year (Instance) | Year | 4 digit number | n/a | Binders \> Year column | | Entity Type (Instance) | Entity Type | Pre-defined list of type of return filed | US Partnership, Trust, Individual | Binders \> Entity Type column | | Tax Form Type (Instance) | Return Type | Return filed form type | 1065, 1120 | Binders \> Return Type column | | ONESOURCE Binder ID Number | Binder ID | 16 character alphanumeric | Binder ID also contains the 6-digit locator ID, and has 4 digit account number and items in between | Located in the URL of the binder | | Entity Type (Investment) | Schedule K-1 Type | Pre-defined list of entity types to identify how the investment is treated for US tax purposes | n/a | Organizer \> Income \> K-1 Income \> K-1 Name \> K-1 Information | | Activity Number (Investment) | Activity number (system generated) | 10 digit number | path may be different across entity types/screens | Organizer \> Income \> Schedule K-1\> K-1 Name \> Schedule K-1 Information | | EIN (Investment) | Federal EIN | 10 character alphanumeric | n/a | 1040: Organizer \> Income \> K-1 Income \> K-1 Name \> K-1 Information | | Activity Name (Activity) | K-1 Name | 40 character alphanumeric | field name and path may be different across entity types/screens | Organizer \> Income \> Schedule K-1 \> K-1 Name \> Schedule K-1 Information \> Schedule K-1 Name field | - 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All Rights Reserved. Patented/Patent-pending AI automation technology | The Digital K-1 Exchange and Digital K-1 Filetype. US2022/0405453 | AI-powered engine to extract data for K-1 PDF. US 2021/0082062 | C-TRAC. US 2010/0010849 1 High Street Court, Morristown, NJ 07960