Early access · Free for first 200 users

Stop dreading
K-1 season.

The only app that tracks your outside basis, calculates quarterly estimates, and navigates multi-state filings — from your actual K-1 data.

Built for real estate LP investors, S-Corp owners, and their CPAs

~40M
K-1s issued in the US annually
$330
IRS penalty per late K-1
8+
States on a single syndication K-1
7%
IRS underpayment interest rate (2025)
$0
Cost to try it today
The problem

K-1s are brutally complex.
And getting worse every year.

⏰
They arrive too late
K-1s are due March 15 — after Q1 estimated payments are already made based on guesses. Late partnerships cascade and force costly extensions.
📉
Basis tracking is a nightmare
Your Box L capital account is NOT your outside basis. The gap determines whether losses are deductible. Most investors don't know it exists until an audit.
🗺
Multi-state chaos
One real estate syndication K-1 can trigger filing obligations in 8+ states — each with different forms, deadlines, and apportionment rules.
🔀
Passive vs. active confusion
Software doesn't handle K-1s with both passive and non-passive income. CPAs use manual workarounds that produce incorrect worksheets.
💸
Quarterly penalty exposure
Without your K-1 you estimate blind. Miss safe harbor and you owe 7% compounding IRS interest — daily — on top of your tax bill.
📄
PDF chaos with your CPA
You forward PDFs. Your CPA re-enters everything manually. One wrong number cascades into hours of corrections and IRS letters.
How it works

From K-1 chaos to total clarity
in four steps.

1
Upload or enter your K-1
Drop a PDF and we extract every box automatically, or enter key figures manually in under 60 seconds.
2
Basis calculated instantly
Your true outside basis is computed and tracked year-over-year. Alerts fire before you hit zero.
3
Quarterly estimates updated
Actual K-1 income replaces projections. Payment schedule recalculates. Safe harbor status confirmed.
4
Share with your CPA
One link gives your CPA structured data, basis schedules, and a CSV export for Drake, Lacerte, or UltraTax.
Features

Everything K-1. Nothing you don't need.

📬
K-1 Inbox
Track all your K-1s in one place. See what's received, what's pending. Click any K-1 to see a box-by-box breakdown of where every dollar flows on your return.
📊
Outside Basis Tracker
The most dangerous K-1 gap — automatically solved. Tracks your true outside basis year-over-year and alerts you before distributions become taxable capital gains.
🗓
Quarterly Tax Estimator
Enter your W-2 income and filing status. Get your exact quarterly payment schedule, safe harbor confirmation, and a variance alert when actual K-1 income changes the picture.
🗺
State Filing Navigator
Identifies every state where K-1 income creates a filing obligation. Correct forms, right deadlines, double-taxation credit calculations built in.
🤝
CPA Collaboration Portal
Share read-only access with your tax professional. No PDFs, no email chains — they see structured data and export directly to their software.
🧮
CPA Firm Dashboard
For tax professionals: see K-1 status, basis alerts, and state obligations across all clients simultaneously. Spot problems before they become crises.
Early feedback

What beta users are saying.

I have 6 K-1s and my CPA charges $3,800/year just for the complexity. This tool explained more about my outside basis in 5 minutes than my accountant ever has.

MR
Michael R.
Real estate LP investor · 6 entities

The state navigator alone is worth the subscription. I had no idea I owed Colorado a nonresident return. It flagged it, found the form, and saved me from a penalty.

SL
Sarah L.
S-Corp owner · 3 states

As a CPA, the client dashboard is what I've wanted for 10 years. Seeing all my clients' K-1 status and basis alerts in one view saves hours of chasing PDFs every March.

JC
James C., CPA
Chen & Associates · 47 K-1 clients
Pricing

Simple pricing. Saves you more than it costs.

Solo
$99
/ year

For passive investors with 1–3 K-1s. Self-service setup.

  • Up to 3 K-1 entities
  • Outside basis tracker
  • Quarterly tax estimator
  • PDF K-1 parsing
  • 1 state filing analysis
Most popular
Pro
$299
/ year

For investors with multiple entities and multi-state exposure.

  • Unlimited K-1 entities
  • Full basis tracker + alerts
  • All 50 states navigator
  • Passive/active separator
  • CPA sharing portal
  • CSV export for tax software
CPA Firm
$79
/ client / year

For tax professionals managing multiple K-1 clients.

  • Full client dashboard
  • Cross-client basis alerts
  • Bulk CSV export
  • Drake / Lacerte / UltraTax
  • White-label client portal
  • Priority support

Your K-1s just got
a lot less scary.

Join 200 investors and CPAs in early access. Free while we're in beta.

K
K-1Clarity
Question 1 of 3
How many K-1s do you receive?
Include partnerships, S-Corps, and trusts.
✓

Welcome, there.

Your K-1 dashboard is ready. We've set up your basis tracker, quarterly estimator, and state navigator based on your profile.

—
Entities tracked
—
Est. K-1 income
—
Est. tax owed
Dashboard
Tax Year 2025
⚡
Variance detected. Actual 2025 K-1 income is +$18,800 above your Q1 estimate. Your payment schedule needs updating.
Recalculate →
K-1 Income
$142,800
↑ +14.8% vs 2024
Est. Tax Owed
$38,640
Next due Jun 16
Combined Basis
$284,000
Healthy · All losses deductible
State Filings
6
2 approaching deadline
K-1 Status
EntityTypeStatusIncome
Sunbelt RE Fund IIIPartnership✓ Received$68,400
Austin Growth PartnersPartnership✓ Received$44,200
Mitchell Family LLCS-Corp✓ Received$30,200
Horizon Energy MLPPTP⏳ Pending—
Activity
K-1 parsed — Mitchell Family LLC
Box 1: $30,200 · Basis updated
2h ago
Variance alert — Q1 estimate
Actual income above projection
1d ago
Austin Growth Partners parsed
$44,200 · 3 state allocations found
2d ago
CPA access granted
Read-only access shared with CPA
5d ago
K-1 Income History
↑ 14.8% YoY
ℹ
3 of 4 K-1s received. Horizon Energy MLP (PTP) typically issues by April 3. We'll notify you the moment it arrives. Do not file until all K-1s are in hand.
All K-1s — Tax Year 2025
1 pending
🏢
Sunbelt RE Fund III, LP
Form 1065·Mar 12, 2026·4 states·Passive
+$68,400
✓ Parsed
📈
Austin Growth Partners, LP
Form 1065·Mar 14, 2026·3 states·Active
+$44,200
✓ Parsed
🏠
Mitchell Family LLC
Form 1120-S·Mar 8, 2026·1 state·Active
+$30,200
✓ Parsed
⛽
Horizon Energy MLP
Form 1065 (PTP)·Expected Apr 3, 2026·Multi-state
—
⏳ Pending
1
2
3
📄
Drop your K-1 PDF here
Supports Form 1065 · 1120-S · 1041  ·  All data extracted automatically
Or enter key fields manually
ℹ
Outside basis ≠ Box L capital account. K-1 Clarity tracks your true outside basis — which governs whether your losses are deductible and when distributions become taxable.
Sunbelt RE Fund III, LP
Form 1065 · Partnership · Passive activity
Outside basis
$148,200
YearOpening+ Income+ Capital− DistributionsClosingLosses Allowed
2025$104,000+$68,400$0−$24,200$148,200100%
2024$72,000+$52,200$0−$20,200$104,000100%
2023$100,000−$8,000$0−$20,000$72,000100%
Austin Growth Partners, LP
Form 1065 · Partnership · Active (material participation)
Outside basis
$28,400
YearOpening+ Income+ Capital− DistributionsClosingLosses Allowed
2025$34,200+$44,200$0−$50,000$28,400⚠ Monitor
2024$52,000+$28,200$0−$46,000$34,200100%
⚡
Basis alert: At current distribution levels, basis reaches $0 in ~1 year. Further distributions will be taxable as capital gains. Consider a capital contribution before December 31.
Mitchell Family LLC
Form 1120-S · S-Corporation · Active
Stock basis
$107,400
YearOpening+ Income+ Capital− DistributionsClosingLosses Allowed
2025$97,200+$30,200$0−$20,000$107,400100%
⚡
Variance detected. Q1 used projected income of $124,000. Actual 2025 K-1 income: $142,800 — a difference of +$18,800. Payment schedule updated below.
Your Tax Profile
Prior-year tax (safe harbor base)$30,200
2025 Summary
Total K-1 Income$142,800
W-2 / Other Income$180,000
Gross Income$322,800
Est. Federal Tax$62,464
W-2 Withholding Credit−$36,000
Additional Tax Due$26,464
Q3 2026
$6,616
Due Sep 15, 2026
Upcoming
Q4 2026
$6,616
Due Jan 15, 2027
Upcoming
Safe Harbor Status
Protected ✓
✅
You are within safe harbor. Since your AGI exceeds $150,000, you must pay 110% of prior-year tax = $33,220 to avoid underpayment penalties. Your current plan covers this threshold. The IRS underpayment rate is 7% compounding daily — safe harbor eliminates this risk entirely.
⚠
6 states flagged based on K-1 source income allocations across your 3 entities. Texas and Florida have no income tax — no filing required there.
🏠
Texas (home state)
$38,000 — Sunbelt RE Fund III
No income tax
🌴
Florida
$18,400 — Sunbelt RE Fund III
No income tax
🌵
Tennessee
$12,400 — Austin Growth Partners
No income tax
🍑
Georgia 5.49%
$8,200 · Est. tax $450
Apr 15
🌲
North Carolina 4.75%
$3,800 · Est. tax $180
Apr 15
🏔
Colorado 4.4%
$31,800 · Est. tax $1,399
⚠ Apr 15
Double Taxation Protection
ℹ
Since your home state (TX) has no income tax, there is no double-taxation risk for you. If you lived in CA or NY, K-1 Clarity would automatically calculate resident-state credits to offset what you paid to source states — ensuring you never pay tax twice on the same income.
Active Access
NameAccessLast Seen
SC
Sarah Chen, CPA
Chen & Associates
 Read-only 2h ago
CPA Can See
✓All 2025 K-1 data (structured)
✓Outside basis schedules (all years)
✓State filing obligations + forms
✓Passive/active classification
✓CSV export for Drake / Lacerte / UltraTax
✗Cannot modify data or settings
✗Cannot see bank or brokerage accounts
CPA Export Package
Ready
📊
Basis Schedules
All entities · All years
📋
K-1 Data Export
CSV · Drake / Lacerte / UltraTax
🗺
State Summary
All 6 state obligations
Active Clients
8
Tax year 2025
K-1s Received
31
of 38 total expected
Basis Alerts
3
Clients approaching $0
Returns Ready
5
3 still awaiting K-1s
Client Pipeline
JM
James Mitchell
4 entities · 3 of 4 K-1s received
$142,800
Ready to prep
AR
Amanda Rodriguez
2 entities · 2 of 2 received
$88,400
Ready to prep
DK
David Kim
6 entities · 4 of 6 received
$214,000
⏳ Awaiting 2 K-1s
SL
Sandra Liu
3 entities · 1 of 3 received
$44,200
⚠ Missing K-1s
Basis Alerts Across All Clients
James Mitchell — Austin Growth Partners
Basis at $28,400 · Approaching zero · Action needed
David Kim — Horizon Realty Trust
Basis at $12,800 · One more bad year hits zero
Sandra Liu — Pacific Capital Fund
Basis at $1,200 · Distributions likely taxable now
All Clients — Tax Year 2025
ClientEntitiesK-1sIncomeBasis AlertsStatesStatus
James Mitchell
43/4$142,8001 alert6Ready
Amanda Rodriguez
22/2$88,400None3Ready
David Kim
64/6$214,0001 alert8⏳ Pending
Sandra Liu
31/3$44,200⚠ Critical4Blocked
Marcus Thompson
22/2$61,000None2Ready
✅
James Mitchell's export package is ready. All K-1 data has been validated. Select a format to download.
📊
Basis Schedules
All entities · All years
Outside basis + S-Corp stock basis
📋
K-1 Data Export
Structured CSV
Drake · Lacerte · UltraTax
🗺
State Summary
All 6 state obligations
Forms + deadlines + credits