Required Fields for Successfully Sending Data from K1 Aggregator to OIT

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A successful extraction requires the following fields in K1 Aggregator Instance Settings to match the data in the Onesource Income Tax Locator:

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Binders > Locator column

4 digit number

n/a

Organizer > Income > Schedule K-1 > K-1 Name > Schedule K-1 Information > Schedule K-1 Name field

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