1065 Automation

Enterprise Automation for Large Partnerships

Automate 1065 tax prep with AI — ingest partnership inputs, normalize source data, and deliver review-ready returns with full traceability

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1065 Automation

Enterprise Automation for Large Partnerships

Automate 1065 tax prep with AI — ingest partnership inputs, normalize source data, and deliver review-ready returns with full traceability.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Features

End-to-End Automation for Partnership Tax Returns

organize

Structure Partnership Data for Downstream Prep

Intelligent Organization

Automatically classify and sort partnership source documents- across varied formats and layouts

Automatic Binder Creation

Map files into standardized partnership binder and workpaper structure aligned with your firm's review workflow

Eliminate Manual Intake Work

No manual renaming, tagging, or folder management—Black Ore handles document intake so your team can focus on partnership tax work, not file organization

Store & Audit

Audit-Ready Storage. End-to-End Traceability.

Review-Ready Data Surfaces

Maintain secure, centralized storage for source documents, annotations, and full client history

Full Activity Logging

Timestamp and log every action, edit, and comment—so your team is always audit-ready

Exportable Workpaper Packages

Generate complete workpaper packages and audit trails on demand, ready for internal review or external inspection

Faqs

1065 Automation

What partnership types does Black Ore support?

Black Ore supports simple and complex Partnership returns, with detailed K-1 reporting. It's built for preparers who deal with high volumes and variable complexity.

Can the platform support K-1 packages, footnotes, and attachments where applicable?

The platform can process complex K-1 packages—including footnotes, partner grids, and supporting attachments—and extracts relevant data even when formats are inconsistent. Our AI parses footnotes to reclassify, and allocate data, handling activity breakouts and tax treatments like passive vs. active and 199A.

How does Black Ore handle normalization and reviewer verification?

Returns are prepared in a review-ready state with tie-outs and workpapers automatically generated. Reviewers can annotate, override, and approve returns directly in the platform.

What does traceability look like from source documents through export?

Black Ore maps all inputs into a consistent binder and workpaper structure. You can also enforce firm-specific logic and sign-off policies, enabling consistency across preparers and reviewers. Reviewers can see exactly where a value originated, any automated reclassifications made by our software, and a log of manual overrides for the audit trail.

How does 1065 data integrate into our tax software?

Black Ore integrates with the leading tax software platforms. Mapped fields are exported directly into your prep system—no rekeying or bridge files needed. We map directly to prior-year returns in your tax software, streamlining the roll-forward process.

Get in touch

Join the Nation's Leading Firms. Transform Your Tax Practice.

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