AUTOMATE K-1 PRODUCTION
Digital investor K-1 packages, footnotes, allocations & white paper statement data
Made for federal, state and international taxing jurisdictions
“This tech will make a huge impact on our tax transformation.” – Accounting firm client
K-1 Creation Automation
K1 Creator™ is perfect for private equity, venture capital, hedge funds, real property, family offices, fund administrators and professional service firms that produce Schedule K-1s.
First-ever fully digital investor K-1 packages, including footnotes, allocations, and whitepaper statement data
Complete K, K-1, K-2, and K-3 and 42 state taxing jurisdiction
Instant Digital PDF and .k1x creation options — compatible with existing portal providers
K1 Creator™ Features & Benefits
Automate K-1 data aggregation
First-ever fully digital investor K-1 packages, including footnotes & white paper statement data
Easy-to-use allocations functions allowing allocations against any value anywhere
Complete K-1, K-3 & 42 state taxing jurisdictions’ K-1 & equivalent data aggregated & allocated for the pass-through & end-recipient returns
Instant PDF creation options & compatibility with existing portal providers
Investor communication portal
Electronic delivery of K-1 packages, supporting documents, or other documents
Data management and document tracking
All-in-one communication system that facilitates data gathering and dissemination
32%
Manual data entry elimination
325%
ROI: Independent analysis
by Genius Drive
Typical Benefits
For a composite org with:
500
Forms
20
Entities
Additional Benefits
Eliminated data outsourcing needs & cost
Investor community experience w/ timely reports & clear after-tax ROI
Accounting staff engagement, retention & elevation
Control & transparency
To onboard
K1 Creator™ Videos
“I used K1x at my former firm, and am so happy that we’re introducing them to my firm now.”