Prompt your user for the tax document credentials

Each K-1 is assigned a unique document ID and a document code.

In the footer of the K-1 you will see a colon-separated string with:

  1. The server ID,
  2. The assigned document ID, and
  3. The assigned document code

The document ID and document code are known as the document "credentials".

The combination of all three is known as the document "coordinates".

You can prompt for these credentials in any of four ways.

 

Prompt the user to enter or copy and paste the document ID and a document code separately.

Import From ScheduleK-1.com

ScheduleK-1.com logo

To import your K-1 information, enter your assigned tax document ID and tax document code. Your partnership will provide you these codes.

Tax Document ID

Document Code