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K-1 Aggregator

Integrate K-1 data

Integrate the data from the K-1 Aggregator to your tax product.
Follow these steps to integrate the data from the K-1 Aggregator application to your tax product.
  1. In the K-1 Aggregator tile, on the
    Home
    screen, 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 checkbox for the investment.
  5. If you don't want to integrate an investment, clear the check mark from the investment.
  6. If you have more than 1 Instance, select each Instance from the
    Select Instance
     dropdown and perform the steps listed previously.
  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 isn't turned on 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 following the
    Validate
     button.
  16. Select the dropdown to see the error details.
  17. Select
    Edit
     to fix the error.
  18. Enter the corrections and select
    Save
    .

This article applies to:

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

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