K1x K1 Aggregator Add-In for Excel

Bring Schedule K-1 tax data into Excel for review, reconciliation, and analysis.

The K1x K1 Aggregator Add-In for Excel connects to K1x K1 Aggregator and brings

extracted Schedule K-1 tax data directly into Microsoft Excel. Tax professionals

can review, analyze, and reconcile K-1 information in a familiar spreadsheet

environment while working with the latest data available in K1x K1 Aggregator.

Key Features

• Access extracted Schedule K-1 data directly from K1x K1 Aggregator
• View Federal K-1 data for Forms 1065, 1120-S, and 1041
• View State K-1 data in a structured spreadsheet format
• Access §199A / Qualified Business Income (QBI) information
• Use Excel's built-in formulas, filters, and analysis tools with K-1 data
• Reduce manual exports and simplify K-1 review workflows

A subscription to K1x's K1 Aggregator product is required to use this add-in.