2026-02-11 Release Note (Additive integration)

Release note for February 11, 2026

Introducing Additive AI integration with SurePrep

We're excited to announce a powerful new integration between SurePrep and Additive AI that will transform how you process Schedule K-1 documents! Additive AI uses advanced generative AI technology to automatically extract data from Federal K-1s (Form 1065) and related documents. This automation eliminates hours of manual data entry per return while maintaining high accuracy throughout the process.
Additive home page
How does it work?
The integration works seamlessly with your existing SurePrep workflow:
  1. Upload your K-1 PDF documents to Additive.
  2. Review the extracted data in Excel.
  3. Use the Additive Excel add-in to transfer the information directly to your SurePrep binder. The data flows into your tax software following your normal process.

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