Direct K-1: How the DK-1 Tool Works

A client creates a *.CSV (Comma Separated Values) file based on the 2021_1065_DK1_MM-DD-YYYY.xls workbook, and then saves the *.CSV file that is created with a *.PX1 extension. This file containing the import information is used to populate the Schedule K-1, and the partner information fields in a new or existing locator.

• Direct K-1: Items Needed Prior to DK-1 Import
• Direct K-1: Reviewing the *.PX1 File
  • Direct K-1: Header Record
  • Direct K-1: Data Records
  • Direct K-1: Rules and Conventions - All Record Types
• Direct K-1: Terms and Definitions

 

 

 

Import/Export/dk1_6.htm/TY2021

Last Modified: 06/11/2020

Last System Build: 10/18/2022

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