End-to-End
Subchapter K Workflow

Setup & Import

Ingest multi-entity CSV trial balances (current + prior year), set reviewer context, and kick off the standardization workflow.

Portfolio Dashboard

Multi-entity overview with mapping progress, balance status, and consistency checks across the full portfolio.

Mapping Desk

Map TB accounts to Schedule K line items with AI assist, firm dictionary rules, and auto-map across entities.

Tax Basis & M-3

Generate tax basis trial balances and M-3 book-to-tax reconciliations from fully mapped entity data.

Partner Allocations

Compute §704(b) substantial economic effect allocations, guaranteed payments, and special profit/loss splits.

§704(c) Overlays

Identify contributed property with built-in gain/loss and apply traditional, curative, or remedial allocation methods.

§754 / §743(b)

Calculate inside basis adjustments upon partner transfers or liquidations under §754 elections and §743(b).

Review & K-1

Validate Schedule K-1 packages for completeness, line-item consistency, and compliance before filing.

Prior Year Variance

Side-by-side current vs. prior year comparison with large variance flags, new accounts, and dropped account detection.

Tax Administrator Suite

Centralized admin layer for managing entities, filing calendars, due dates, and preparer assignments across the portfolio.

PFIC Testing

Test foreign corporations for Passive Foreign Investment Company status using income and asset tests under §1297.

§1291 Excess Distribution

Calculate excess distributions and disposition gains from PFIC investments, including interest charge and look-back period allocations.

Tax Doc Viewer

Upload, review, and annotate tax documents — K-1s, returns, schedules — with inline commenting and cross-reference linking.