AUTOMATE K-1 PRODUCTION

Digital investor K-1 packages, footnotes, allocations & white paper statement data

Made for federal, state and international taxing jurisdictions

 

SCHEDULE K1 CREATOR DEMO

“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.”

 

ACCOUNTING FIRM

K1 Creator Integrations with Tax Software

Wolters Kluwer: CCH Axcess
Thomson Reuters: GoSystem Tax RS platforms
Collaboration with leading edge companies to extend your workspace