How-to Basics | K1 Aggregator

K1 Aggregator Training Part 1: Create Instances Part 2: Create Investments Part 3: Project Management Part 4: Edit Investments Part 5: Review, Reports & Exports		K1 Aggregator Video Library
Tenant Management		TBD
Group Management		K1 Aggregator Group Management Feature
K-1 Uploads and Imports		How to Import and Update Investments in K1 Aggregator
Rollover Settings		K1 Aggregator Rollover Settings
Managing Tags		How to Manage Tags in K1 Aggregator
199a Support		199A Input, Aggregation and Integration
Activity Numbers		Investment Activity Number
Executive Summary		K-1 Aggregator - Executive Summary
CCH Integration		K1 Aggregator CCH Integration K1 Aggregator to CCH Field Mappings CCH Supported Return and K-1 Types
990 Tracker Integration		K1 Aggregator Integration with 990 Tracker
GoSystems Integration		Required Fields for Successfully Sending Data from K1 Aggregator to GoSystem
TR Integrations		Integrations with Thomson Reuters
Export CCH Activities		TBD

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.