Get Instance's K-1 Info API Endpoint

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

An API call that returns an instance's investment listing page (not the digital K-1 info)

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Allows users to integrate K1 status with their entire tax project dashboard, whatever system that might be. If an endpoint were also added to retrieve multiple digital K-1s, the user could then run this call first, and query based on review status and GUID before sending to the tax software.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Tax teams

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

User sends a call to k1x and receives a response like this:

{

"investments": [

{

"investmentName": "Fake Investment",

"GUID":"123456-asdgasdg-45654",

"activitynumber":"254",

"formType": "Form1065",

"classification": "Hedge Funds",

"einReferenceNumber": "98-7654321",

"tag": "TagExample",

"entityType": "U.S. Partnership",

"federalTaxableIncome": -1381005,

"k1File": "Received",

"estimateOrActual": "Actual",

"dateK1Received": "2024-09-12",

"status": "Data Sent",

"(enhancementRequest)DateReceivedInPriorYear": "2023-10-03",

"statusChangedDate": "2024-09-20",

"statusChangedBy": "User 2",

"comments": "I really would love this API feature to be enabled so that the tax director can see all of their team's projects and how their underlying K-1s are coming along",

"rollover": true

},

{

"investmentName": "Fake Partnership 1",

"formType": "Form1065",

"classification": "Venture Capital",

"activitynumber":"403",

"einReferenceNumber": "12-3456789",

"tag": ["TagExample2", "8886"],

"entityType": "U.S. Partnership",

"federalTaxableIncome": -1381005,

"k1File": "Received",

"estimateOrActual": "Actual",

"dateK1Received": "2024-09-12",

"status": "Estimate",

"(enhancementRequest)DateReceivedInPriorYear": "2023-09-15",

"statusChangedDate": "2024-09-20",

"statusChangedBy": "User 1",

"comments": "",

"rollover": true

}

]

}