Alteryx Designer Desktop Discussions

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K-1 PDFs reader

Taxautomation
5 - Atom

Hi, I am an Alteryx noob. Does anyone work in Tax and know if Alteryx can read K-1s in PDF and report the line item with it's respective character? For example, see line 6a ordinary dividends and 9a long term capital gain and bring each amount.

 

I know this is a long shot if I wanted to get the information from the footnotes, but since the face of the K-1 is the same, I thought there could be a good opportunity for automation?

1 REPLY 1
apathetichell
18 - Pollux

Are we talking taxpackagesupport generated k1s or scanned in that someone receives? I'm curious about the taxpackagesupports ones now so if I get a chance I'll write something up. (ie native pdfs or scanned pdfs)

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