Every 1065, End to end

K-1 allocations, partner basis tracking, distribution waterfalls, and filing, handled by an agent that understands partnership complexity.

See it in action Start free

Professionals shaking hands after discussing 1065 partnership tax strategies and returns

THE AGENT

One agent
Every step of the 1065

Assign an agent to a partnership client. It holds context across the partnership agreement, all partners, allocations, and every K-1. Ask it a question about special allocations or run a full return preparation. It does the work.

K-1 generation for every partner
Special and targeted allocation tracking
Partner basis calculations and limitations
Multi-tier partnership support

WORKFLOWS

Pre-built workflows, Click run

Every step of partnership tax preparation, automated.

Partnership workpapers

Upload partnership agreements, K-1 inputs, and financial statements. Complete workpapers built automatically.

Return preparation

Populates every line of the 1065. Schedules K, K-1, K-2, K-3, and all partner allocations.

Return review

Compliance review of allocations, basis limitations, and at-risk rules. Issues flagged before partner review.

Tax planning

Model distribution scenarios, entity restructuring, and partner-level tax impact. Client-ready deliverables with projected savings.

K-1 distribution

Generate and organize K-1s for every partner. Ready for distribution or import into partner returns.

Tax resolution

Partnership-level IRS notices, BBA audit adjustments, and push-out election analysis. The agent builds the response.

Basis tracking

Continuous partner basis calculations including contributions, distributions, and debt allocations. Updated with every transaction.

Custom workflows

Your firm's partnership process, codified. Describe your workflow and the agent builds it for every client.

TAX DOCS

Every document, Organized automatically

Upload partnership agreements, financial statements, and source docs. The agent classifies, renames, and organizes everything by tax year and partner.

Auto-classification

Agent organizes partnership docs, K-1 inputs, and partner correspondence.

Version history

Full audit trail on every document. Revert any change at any time.

Cloud integrations

Google Drive · OneDrive · Box · Dropbox. More integrations coming soon.

ALLOCATIONS

K-1s and allocations, Handled

Partnership allocations are complex. Special allocations, targeted allocations, section 704(b) capital accounts, and substantial economic effect. Instead tracks it all. Generate K-1s for every partner, handle tiered partnerships, and maintain continuous basis calculations throughout the year.

Special and targeted allocations
Section 704(b) capital accounts
Substantial economic effect tracking
Multi-tier partnership flow-through
Guaranteed payment calculations

Instead K-1 allocation and partner basis tracking

READY TO RUN

Workflows built for partnership returns

From workpapers to filing, every step of partnership return preparation has a dedicated workflow. Click run and the agent handles the rest.

Build a 1065 tax workpaper (TY25)
Prepare and review a 1065 return (TY25)
Review a 1065 tax return (TY25)
Build a partnership tax plan (TY26)
Build partner tax estimates (TY26)
Implement a tax strategy
Tax resolution decision tree
K-1 allocation analysis

THE GRID

One person
Thousands of 1065s

Select partnership clients. Run return preparation across all of them simultaneously. The grid handles every partner, every allocation, every K-1 in parallel.

Instead grid running multiple 1065 returns in parallel

RESEARCH

Ask any partnership question

Is a guaranteed payment subject to self-employment tax for a limited partner? How do you handle a partner’s negative capital account on liquidation? The agent pulls cited answers from IRC, Treasury Regs, and IRS partnership audit guides.

Try tax research

SECURITY