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K-1 analyzer

Key fields for ONESOURCE Trust Tax

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

Investment type

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

Field names by product

K-1 Analyzer field
Tax product field
Definition
Details
Navigation
Account Number (Instance)
Product access number (PAN)
Assigned by Thomson Reuters. Maximum length of 4 characters.
Required field
A PAN is required to login to ONESOURCE Trust Tax.
Return ID (instance)
Account number
The unique identifier assigned to an account. The account number can be a maximum of 20 characters.
Required field
Tax Year (instance)
Begin Tax Year
End Tax Year
A four digit number that identifies the year covered by an account's tax return.
Entity type (instance)
Type of entity
Type of return generated by account.
Entity Type (Investment)
Asset type
Type of asset held by an account
Activity Number (Investment)
Asset ID
The unique identifier (or CUSIP) assigned to an asset. The maximum length is 12 characters.
EIN (Investment)
Partnership EIN
The Employer Identification Number (EIN) for a partnership.
To access the Partnership K-1 Input page:
  1. Open the account that participates in the partnership activity.
  2. Click the Tax Review-Income main topic then click the Other Schedule E subtopic. The Other Schedule E Summary page displays. The grid in the Other Schedule E Summary collapsible section shows the EIN for each K-1 activity held by the account in the Employer ID column.
  3. In the grid in the Other Schedule E Summary collapsible section, click the asset ID link for the partnership activity.
Activity Name (Activity)
Name
The partnership name. The partnership name can be a maximum of 80 characters.
To access the Partnership K-1 Input page:
  1. Open the account that participates in the partnership activity.
  2. Click the Tax Review-Income main topic then click the Other Schedule E subtopic. The Other Schedule E Summary page displays. The grid in the Other Schedule E Summary collapsible section shows the EIN for each K-1 activity held by the account in the Employer ID column.
  3. In the grid in the Other Schedule E Summary collapsible section, click the asset ID link for the partnership activity.

This article applies to:

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

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