Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

K-1 analyzer

Integrate K-1 data

Follow these steps to integrate the data from the K-1 Analyzer application to your tax product.
  1. In the K-1 Analyzer tile, on the Home page, select the instances you want to export and then from the dropdown select
    Send Data to
     (your product).
  2. All investments are automatically selected on the Data Integration screen. Review the investments to ensure the investments you want to integrate are selected.
  3. To remove all investments, select
    Deselect All
    .
  4. To individually select an investment, select the check box for the investment.
  5. If you do not want to integrate an investment, remove the check mark from the investment's check box.
  6. If you have more than one Instance, select each Instance from the
    Select Instance
     dropdown and perform the steps listed above.
  7. After selecting the investments, select
    Next
    .
  8. Select past
    Foreign Forms Information
     and select
    Next
    . (This option is coming soon.)
  9. After sending the data, select a status from the dropdown.
  10. Select
    Validate
    .
  11. The
    Send Data
     option is not activated until you validate the data.
  12. On the
    Confirm Data Send
     message, select
    OK
    .
  13. You will get a
    Data transfer in process
     message. If there are no errors, you can review the data integration process on the Data Integration screen.
  14. Data transfer errors
  15. If the validation process finds an error, you will see it below the
    Validate
     button.
  16. Select the dropdown to see the error details.
  17. Select
    Edit
     to fix the error.
  18. Enter the corrections and
    Save
    .

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Sub Product: K-1 Analyzer
  • Subject: Export

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close