K1Finder Demo — Schedule K-1 PDF to Excel

See how K1Finder converts Schedule K-1 and 1099 PDFs into professional Excel workpapers and generic TXF v042 files. Review extracted data and manually complete the remaining details.

Step 1: Upload a K-1 or 1099 PDF

Drag and drop a Schedule K-1 PDF (Form 1065, 1120-S, or 1041) or 1099 form. Batch upload multiple K-1s together and organize them in your workflow as needed.

Step 2: AI Extracts K-1 Data with Confidence Scoring

Gemini AI reads income, interest, dividends, capital gains, Section 199A QBI, wages, self-employment income, and coded-box data. Confidence indicators flag fields for review.

Step 3: Download Excel Workpaper or TXF File

Export an Excel workpaper or CSV with complete extracted detail, including Section 199A context, or download generic TXF v042 to transfer supported K-1 income fields to compatible desktop tax software. Use review to complete remaining details manually.

Step 4: Client Portal (Pro)

Invite clients to upload their K-1s directly. View full K-1 history per client, searchable by year and entity. Year-round tools include quarterly estimated tax calculator, K-1 deadline tracker, and partnership basis tracker.

Pricing

Free: unlimited K-1 and 1099 extractions, Excel workpapers, CSV. Pro: $99/year adds generic TXF v042 export for supported K-1 income fields and client portal. 30-day money-back guarantee.