Form 1065 K-1 · per-partner allocations

Fill a 1065 K-1 for every partner,
from a single spreadsheet.

Pick the tax form, drop the partner-allocation workbook. The agent reads each partner's row, locates the matching fields on the Form 1065 K-1, fills one PDF per partner, and verifies the result before handing them back.

How it works

From workpaper to filled K-1s,
in three steps.

No templates to maintain. No mapping to configure. Reordered columns and unusual headers don't break it.

Drop the workbook

Pick the form type and upload the partner-allocation spreadsheet. Any layout works — formulas are evaluated, totals are skipped, header wording variations are handled.

The agent maps and fills

Each partner's row is parsed into structured fields and matched to the right lines on the K-1, partner by partner.

Verified PDFs come back

One filled PDF per partner. Each result is checked against the source workbook before it lands in your downloads.

Pricing

Built for K-1 season.

Caleper is priced by firm size and partner volume. Book a 20-minute call — we'll walk through your workpapers, run a sample, and quote on the spot.

✓ SOC 2 Type 1 certified ✓ Encrypted at rest & in transit

Schedule a call →

FAQ

Common questions.

What forms can Caleper fill today?

Form 1065 Schedule K-1 (2025 tax year) is in production. Form 1120-S Schedule K-1 and Form 1041 Schedule K-1 are next on the roadmap.

How is my data handled?

Caleper is SOC 2 Type 1 certified. Every workbook and generated PDF is encrypted at rest and in transit. Job artifacts aren't retained after delivery unless you explicitly opt in for retention.

Why are the output PDFs not editable?

Output PDFs are finalized for delivery — they render identically in every viewer (macOS Preview, Chrome, Adobe), so there are no surprises when you forward one to a partner.

What happens if the agent gets a value wrong?

Every filled K-1 is checked against the source workbook before it lands in your downloads. If a value can't be confirmed, the file is held back.

Fill a 1065 K-1 for every partner,from a single spreadsheet.

From workpaper to filled K-1s,in three steps.

Built for K-1 season.

Common questions.

Fill a 1065 K-1 for every partner,
from a single spreadsheet.

From workpaper to filled K-1s,
in three steps.