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.