Setting Up a New Instance in Your K1 Aggregator Tenant

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When creating a new Instance in K1 Aggregator you will need to complete the following form:

All fields with * are required fields.

Instance FAQ

Q: What is an 'Identifying Number'?

A: The identifying number can be any firm-specific identification number.

Q. What is a 'Client ID'?

A. The Client ID should match the client ID from your tax software.

Q. What is a 'Return ID'?

A. The Return ID connects K-1 Aggregator data to our integrations partners so your K-1 Aggregator investment data can be mapped.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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