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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

Related Content

About the K-1 Analyzer on the ONESOURCE platform
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