Help Center - Quick Start Guide

Convert your Schedule K-1 PDFs to organized spreadsheets in minutes. Follow these four simple steps to get started.

Step 1: Uploading Your Files

Drag and drop your K-1 PDF files onto the upload area in your dashboard, or click to browse your computer. You can upload multiple files at once. K1Finder accepts PDF files up to 10MB.

Step 2: AI Verification

Our AI automatically detects the form type (Form 1065, Form 1120-S, or Form 1041) and extracts all relevant fields including entity info, standard boxes 1-22, complex coded boxes, capital accounts, and state allocations.

Step 3: Exporting Your Data

Excel Workpaper: Professional 4-tab accounting format with cover sheet, federal detail, capital accounts, and state allocations
CSV Export: Simple, machine-readable format for importing into other software
TXF Export: TurboTax-compatible format for direct import (paid plans only)

Step 4: Troubleshooting

File upload fails: Check file size (max 10MB) and ensure PDF is not password-protected
Extraction errors: Re-scan document at 300 DPI or higher for better quality
Cloud connection issues: Reconnect your Google Drive or Outlook account in Settings

Contact Support

Need help? Email us at support@k1finder.com. We typically respond within 24 hours on business days.