Schedule K-1 PDF to Excel Converter — AI-Powered K-1 Extraction Software

Upload K-1 PDFs, statements included, and get Excel or CSV workpapers with uncertain values flagged for review. Statement and coded-item details include page references. Optional TXF export transfers supported income fields into compatible desktop tax software; some fields need manual entry.

Who Uses K1Finder

CPA Firms and Tax Professionals — Extract K-1 data into reviewable workpapers and use TXF for supported income fields.
Individual Investors — Convert Schedule K-1 PDFs to a clean Excel spreadsheet and use the review flow to prepare remaining details.
Enrolled Agents and Tax Preparers — Handle 1099s and K-1s from the same dashboard, export to any format.

How to Convert a Schedule K-1 PDF to Excel or TXF

Upload Your K-1 PDF — Drag and drop any Schedule K-1 PDF (Form 1065, 1120-S, or 1041)
AI Extracts K-1 Data — Gemini AI reads income fields, capital gains, Section 199A QBI, self-employment income, and more
Review with Confidence Scoring — Color-coded AI confidence indicators flag any field that needs a second look
Export to Excel, CSV, or TXF — Download extracted detail in Excel or CSV, or use optional TXF export for compatible desktop tax software. Some K-1 fields need manual entry.

Supported K-1 and 1099 Form Types

Schedule K-1 (Form 1065) — Partnership K-1 PDF to Excel
Schedule K-1 (Form 1120-S) — S Corporation K-1 extraction
Schedule K-1 (Form 1041) — Estate and Trust K-1 conversion
Form 1099-DIV — Dividend income extraction
Form 1099-INT — Interest income
Form 1099-B — Capital gains and brokerage trades to Excel
Form 1099-NEC, 1099-MISC, 1099-R
Consolidated brokerage statements

K-1 to TXF Export for Compatible Desktop Tax Software

K1Finder generates generic TXF v042 files that transfer supported K-1 income fields into compatible desktop tax software. The generic TXF v042 K-1 specification defines references for only a limited set of fields, so other details require manual completion because of the format rather than a missing extraction. The review flow guides that work, and Excel and CSV retain the complete extracted detail, including Section 199A context.

Professional Excel K-1 Workpapers

Excel workpapers retain complete extracted detail, including federal detail, capital accounts, state allocations, and Section 199A context for CPA review and audit support.

K-1 Data Entry Software for CPA Firms

Process all K-1 form types from one dashboard
Client portal — invite clients to upload their K-1s directly
Year-round tax tools: K-1 deadline tracker, quarterly estimated tax calculator, partnership basis tracker
Tax Intelligence income aggregator — cross-reference income across all K-1s and 1099s
Section 199A / QBI and UBIA extraction

Pricing

Free: Five K-1 extractions per account, lifetime, with full Excel workpapers and CSV export. No card required.

Firm credits: 100 for $149 ($1.49/K-1), 300 for $349 ($1.16/K-1), or 1,000 for $899 ($0.90/K-1). Less than one billable hour to get started. Top up anytime.

Pro — $99/year: Adds generic TXF v042 export for supported K-1 income fields in compatible desktop tax software, client portal, and year-round tax tools. 30-day money-back guarantee.