Product Updates
K1x Product Update 2025-09-18
BY Scott Turner
September 17
Your Fall K1x Power-Up
We mean it when we say Private market tax data. Digitized. Distributed. Decoded. We are adding important new capabilities that help you focus on the right tax tasks in the right season, save time spent on compliance work, and give you more freedom to pursue higher value work beyond keying and collating. Here are some examples:
- K1 Aggregator® W-2 data extraction is coming soon to Aggregator Plus™ (alongside common 1099s and K-1s). This release adds Instance Summary Reports with relevant taxable income line items, a tabular seasonal view, and time-saving CCH integrations.
- 990 Tracker® adds expanded 3800 credit e-filing, improved data flow, PDF bookmarks, and pass-through withholding support.
- K1 Creator® advances with K-2 → CCH Axcess integration, real-time K-1 package generation, faster imports, usability improvements, and scale-ready infrastructure.
Read on for a detailed breakdown of these updates and how they enhance your tax workflows.
BRAG WORTHY UPDATES
Further streamline your tax workflow with a new AI-powered W-2 extraction feature that automatically extracts and maps data from your W-2s. The Aggregator Plus™ upgrade option takes you beyond the face page and beyond simple scanning of structured data in one powerful, patented platform.
- Our multi-layer, proprietary AI model delivers structured and unstructured data, and the edge cases, and the downstream workflows across K-1s, 1099s*, and W-2s.
- Instance Summary Reports mean you spend less time collating of K-1, 1099, and W-2 income items from multiple software systems into workpapers, and more freedom to pursue high-value client work—perfect for advisors to high-net-worth clients.
- Tabular Application Design offers organized views of seasonal tax obligations so you can focus on the right task at the right time of year.
- All with robust CCH integrations that accelerate clean data directly into your compliance process.
*We support the most common 1099 types: 1099-INT, 1099-DIV, 1099-OID, 1099-B, and the Consolidated 1099.
Catch the Aggregator Plus Demo 9/25
Recent Updates
Electronic Filing of 3800 Supporting Credits (2024)
Enhanced General Business Credit electronic filing support including Form 3468, 5884, 6478, 6765, 8586, 8820, 8844, 8846, 8882, 8908, 8911, 8936, 8941, and 8994.
Improved Data Flow & Business Logic
Improve data transfers from supporting forms and schedules within the Form 990-T . Automatically update values on the 990-T with capital gains and losses as entered on Schedule D, 4797, 6781 and 8949, eliminating the need for duplicate entry.
Package Printing – Bookmarks
Improvements to the user experience include bookmarks within package printing output for PDFs. This will help you with easier navigation of your outputs and reduce document confusion.
Support for Pass-through Withholding and Payments
Add the ability to electronically file state returns with pass-through withholding and payments by adding input for related payment data and xml inclusion for such data, where required within state filings.
Coming Soon! Even more 990 Tracker Innovation
Enhanced State Calculations
Enhances the user experience within state return preparation by improving the flow of data from federal returns for returns with siloing, enabling the editing of values where different due to different state reporting requirements, and adding statements to support calculations, where appropriate.
Tax Year 2025 Updates
Implements all required federal and state form updates for the 2025 tax year to ensure full readiness for the upcoming filing season.
Modernizing the K-1 Generation Experience
CCH K-2 Data Integration
Streamline tax workflows by seamlessly transferring K-2 data into CCH Axcess, reducing manual entry and minimizing errors.
Major Step Forward in Scalable, Streamlined K-1 Production
K1x has released core improvements in data structure, usability, automation, and package generation to better support large-scale and automated workflows.
K-1 Package Generation at Scale
Generate complete K-1 packages for high investor volume entities with real-time allocations and flexible formatting options.
Streamlined Data Management
Centralized data structure improves accuracy, simplifies workflows, and supports jurisdiction-specific automation.
Faster, Smarter Imports
Easily import data via intuitive templates and .k1x files — designed for scale, speed, and clarity.
Integration Updates
Enhancements CCH ensure compatibility with the latest tax year changes and support seamless data flow (Note: GoSystems soon to come).
Improved Usability
Clearer labels, smarter buttons, and responsive loading indicators enhance the overall user experience.
Scalable Infrastructure
Performance monitoring and backend upgrades ensure speed, reliability, and readiness for use at scale.
