Integration with K-1 Analyzer: User Setup and Access

Overview

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

Granting User Rights

You must purchase a license to use the K-1 Analyzer.

To use the K-1 Analyzer, the RS Administrator must first grant the user rights to the product. To do so:

  1. Go to Admin > Access Control.
  2. Select the User tab.
  3. Select K1 Analyzer in the Rights section.
  4. Click Update.

Accessing the K-1 Analyzer

  1. To go to the K-1 Analyzer, click the K1 Analyzer link on the RS Browser toolbar.

  2. The K-1 Analyzer opens.

  3. We need to tie the data in K-1 Analyzer to the return ID and account number. Hover over one of the instances and select the related pencil under Tools.
  4. On the resulting dialog, scroll down and enter the return ID and account number.

  5. Select Update.

Data Integration with K-1 Analyzer

The next step is to use the data integration process which allows you to electronically integrate the K-1 source data directly into the data entry points for the return in GoSystem Tax/ONESOURCE Income Tax - Express. This greatly reduces your data entry time needed to prepare a return.

Select the following links to get step-by-step instructions about how to use K-1 Analyzer Data Integration

 

 

 

Import/Export/k1_analyzer_user_setup.htm/TY2021

Last Modified: 03/22/2021

Last System Build: 10/18/2022

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