K-1s read, organized and ready to review.
Upload a K-1 PDF, statement pages included. Get an Excel or CSV workpaper with every box, coded item and capital account, with anything uncertain flagged for your review. Statement detail shows the page it came from. Optional TXF export for compatible desktop tax software.
PDFs are processed in memory and never saved. You can delete your extracted data any time.
Why CPA Firms Use K1Finder
- Streamline K-1 preparation — Extract K-1 data into reviewable workpapers rather than starting from a blank return.
- TXF v042 export — Transfer supported K-1 income fields to compatible desktop tax software, then complete remaining details through review.
- Professional Excel workpapers — Complete extracted detail, including federal detail, capital accounts, state allocations, and Section 199A context. Binder-ready.
- All K-1 form types — Form 1065 (partnership), Form 1120-S (S corporation), Form 1041 (estate and trust), plus all 1099 variants including consolidated brokerage statements.
Client Portal — Organize K-1s by Client
Invite clients to upload their K-1s directly. Every client gets a secure vault with full K-1 history, searchable by tax year and entity. No more hunting through email attachments for documents.
Year-Round Tax Tools for Practitioners
- K-1 deadline and receipt tracker — know which clients are still waiting on K-1s
- Partnership basis tracker — maintain opening basis records per EIN and tax year
- Quarterly estimated tax calculator — client-side 2024 federal bracket computation
- Tax Intelligence aggregator — cross-reference income across all K-1s and 1099s
What CPAs Are Replacing
K1Finder supports your existing workflow with extracted data, reviewable Excel and CSV detail, and generic TXF v042 for supported K-1 income fields. You complete remaining K-1 details manually in your tax software.
Pricing for Tax Professionals
Five lifetime free K-1 extractions with full Excel and CSV workpapers. Pro remains $99/year for individual investors. Firm packs: 100/$149 ($1.49 each), 300/$349 ($1.16 each), 1,000/$899 ($0.90 each). Less than one billable hour to get started. Top up anytime.