Product Updates
K1x Product Update 2024-09-19
BY Scott Turner
September 19
You asked. K1x delivered. More of your ideas in action! More data. More time-saving. Less risk.
We know how busy you are. That’s why we are rolling out so many great product updates and training to make tax time less taxing.
- For 990 Tracker users: New Vouchers, Transmittal Letter & Management Screen, and New Diagnostics
- For K1 Aggregator users: Our UltraTax Data Transfer Tool,
199A Input, Aggregation, and CCH 1040 Integration,Schedule of Activities Extraction, andEnhanced Whitepaper Extraction (Early Access)
Once again, the majority of our updates came from YOUR client ideas. Look for the light bulb. It’s a great reason to take advantage of K1x Office Hours, Virtual Product Forums, and Communities. Learn. Share. Grow together.
BRAG WORTHY UPDATES
Vouchers
Our latest update includes Tax Year 2023 Form Support for Georgia 602-ES, DC D-20ES, North Carolina CD-429, and South Carolina SC1120-CDP.
Transmittal Letter & Management Screen
Elevate your communication with our new customizable Transmittal Letters! Effortlessly manage your default settings firmwide using our intuitive Transmittal Letter Management screen. Plus, make a lasting impression by adding your logo to every letter!
Diagnostics
Achieve accuracy and efficiency with our updated diagnostics for the 990, 990PF, and 990EZ forms. These enhancements will streamline your process, helping you secure accepted returns faster and with greater confidence.
Desktop Integration – UltraTax
Experience seamless integration with UltraTax® desktop through our one-touch proprietary tool. This powerful feature automatically populates UltraTax with aggregated data from our K1 Aggregator TM product.
199A Input, Aggregation, and CCH Integration
Simplify your tax process with our seamless 199A information input and aggregation, now fully integrated into 1040 CCH returns. Streamline your workflow and ensure accuracy with ease.
Schedule of Activities Extraction
Experience enhanced efficiency with our improved Extraction Model, now capable of extracting Schedule of Activities directly from the K1. Save time and reduce manual effort with this powerful feature.
Enhanced Whitepaper Extraction (Early Access)
Enhanced whitepaper extraction model now available. Activate in K1 Aggregator to experience improved accuracy and efficiency. Try it today!
About K1x, Inc.
K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 8000 organizations including 44 of 100 largest institutional investors in the US, 16 of the top 25 accounting firms, 11 of the top 100 private foundations, 36 of the top 100 university endowments, and 8 of the top 40 health systems. Visit us at K1x.io and follow us on LinkedIn.