Integration with K-1 Analyzer: Overview

User Setup and Access

K-1 Analyzer Fields: 1040 * 1041 * 1065 * 1120

The K-1 Analyzer allows users to complete the preparation and review cycle with a better work product:

  • supports all entity types for filing
  • imports foreign forms into the application
  • imports K-1 source document data into Organizers for locators in 1065, 1120, 1040, and 1041
  • reads Page 1 and all whitepaper statement detail
  • adds to the existing data in a locator with no loss of existing data
  • does not require the user to map the fields.

Foreign Forms Used in K-1 Analyzer

Tax Form Forms Available Notes
1065

Forms 5471, 8865, 8886, 8621

Form 926 is not in the IRS schema

* XML Aggregation available

*** PDF e-file attachment
1120 Forms 926, 5471, 8865, 8886, 8621 ** XML aggregation available
1040 Forms 926, 5471, 8865, 8886, 8621
  • XML Aggregation Target
    • 1041

    Forms 926 and 5471

    Forms 8865, 8886, 8621

    Forms not available in GoSystem Tax;
    ***** PDF e-file attachment

    *** XML Aggregation Target
    990 Forms 926, 5471, 8865, 8886, 8621 **** XML Aggregation Target

    * See 1065 XML Aggregation.

    ** See 1120 XML Aggregation.

    *** See 1041 XML Aggregation.

    **** See 990 XML Aggregation.

    ***** See Integration with K-1 Analyzer: Attaching a PDF to a Return.

     

     

     

    Import/Export/k1_analyzer_overview.htm/TY2021

    Last Modified: 03/15/2022

    Last System Build: 10/18/2022

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