Curious if anyone is using a tool or software to help review K-1s that come from the tax preparers? Right now we’re reviewing manually and it’s kind of a pain

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K-1x is what a lot of firms use

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Thank you! I’ll check it out

What are you reviewing from a K1???

The major items are double checking investor information, state K-1s, and footnotes

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I know a number of people on the K1X team if you need a referral

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