W2 Extraction
Automatically read and map W-2s in K1 Aggregator.
What is W2 Extraction?
The W2 Extraction feature in the K1 Aggregator helps you automatically detect, read, and map W2 tax formsâjust like we already do with K-1s and 1099s. This streamlines your 1040 filing process and removes the need to manually rekey W2 data.
What Can You Do With It?
With W2 Extraction, you can:
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Detect and bookmark uploaded W2s
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Map line items to the correct fields for each W2
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Upload K-1s, W2s, and 1099s in the same workflow
Who Is This For?
This feature is built for professionals working with:
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Private Client Services (PCS) teams
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Accounting firms and family offices
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High-net-worth (HNW) individuals