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K-1 Aggregator
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This article applies to:

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

Attach and validate a state K-1 XML file

Attach a state K-1 XML file, validate it for errors, and optionally suppress system-generated Schedule K-1s to ensure accurate aggregation of K-1 information for e-filing.
  1. Go to
    Organizer
    [State]
    E-file
    Attachments
    K-1 Aggregation
    Summary
    .
  2. Select
    Attach K-1 Aggregation XML File
     to access the
    Add Attachments
     screen.
  3. Select the state for which you want to aggregate K-1 information.
  4. Use
    Browse
     and select the K-1 XML file you want to use. The default attachment title is the file name, without an extension.
    note
    • The file extension needs to be XML.
    • A downloaded state e-file can have an extension specific for that state. For example, a state e-file for Alabama would have an extension of XAL. This file extension needs to be changed to XML before it can be attached for K-1 aggregation.
    • Don’t change the
      Attachment Title
       description.
  5. Select
    Upload
    . Once successfully attached, the K-1 XML file will appear on the
    Summary
     screen.
  7. On the
    Summary
     screen, select the
    Validate K-1 XML file
     button. If any validation errors exist in the K-1 XML file, the file needs to be detached from the locator, corrected, and reattached. This process needs to be repeated until the K-1 XML file contains no validation errors.
  8. On the same screen, find the
    Suppress system generated Schedule K-1s
     checkbox.
    note
    • This checkbox forces the software to override any K-1 information entered in the return for that state. It'll report only the aggregated K-1 information. This is a state-by-state option.
    • When the checkbox is cleared, the software uses K-1 information from the locator and utilizes the aggregated K-1 information.
The aggregated Schedule K-1 detail is included in the state XML file upon creating the state's e-file.

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