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K-1 analyzer

Key fields for GoSystem and Express RS

To integrate K-1 Analyzer with different Thomson Reuters products, important key field information is needed.

Investment type

K-1 investment type
1040
1041
1120/1120S
990/990-T/990-PF
1065
yes
yes
yes
N/A
1041
yes
yes
yes
N/A
1120S
yes
yes
yes
N/A

Field names by product

K-1 Analyzer field
Tax product field
Definition
Details
Navigation
Account Number (Instance)
Account
4 character alphanumeric
n/a
Returns, then Account column
Return ID (instance)
Return
6 character alphanumeric
locator, binder, and return are used interchangeably
Returns, then Return column
Tax Year (instance)
Year
n/a
n/a
Returns, then Year column
Entity type (instance)
Entity type (column option)
Pre-defined list of type of return filed
US Partnership, Trust, Individual
Returns, then Entity type column
Tax form type (instance)
Tax type
Return filed form type
1041, 1065, 1120S
Returns, then Tax Type column
State of residence
1040: add states/cities
1041: add/delete states
Available only if tax form type = 1040 or 1041
Resident state
1040: Organizer, States, Add states/cities
1041: Organizer, States, Add states/cities
Ownership (Investment)
Taxpayer, Spouse, Joint (TSJ)
1040 only. Field name may be different across screens
Income, Schedule K-1, K-1 Name, Schedule K-1 Information
Entity Type (Investment)
Schedule K-1 type
Pre-defined list of entity types to identify how the investment is treated for US tax purposes
n/a
1040: Organizer, Income, K-1 Income, K-1 Name, K-1 information
Activity Number (Investment)
Activity number (system generated)
Up to 10 digit number
path may be different across entity types/screens
Organizer, Income,  Schedule K-1, K-1 Name,  Schedule K-1 information
EIN (Investment)
Federal EIN
9 character alphanumeric
n/a
1040: Organizer, Income,  K-1 Income, K-1 Name,  K-1 information
Activity Name (Activity)
K-1 Name
40-55 character alphanumeric (depending on tax type, 1040 is 55 characters, 1120, 1065, and 1041 are 40 characters)
field name and path may be different across entity types/screens
Organizer, Income,  Schedule K-1, K-1 Name,  Schedule K-1 information,  Schedule K-1 Name field

This article applies to:

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

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