Automate the Most Time-Consuming, Complex Documents
Black Ore automates the extraction, reclassification, and processing of K-1s—handling footnotes, state forms, and activity breakouts with unmatched precision
End-to-End Automation for Tax Preparation
Understand Every Schedule K-1 Page, Instantly
Page-Level Classification
Automatically identify and label every page in a K-1 package—including Federal K-1s, State variations, and K-3s—with full support for mixed-format, scanned, and multi-entity documents
Disregarded Entity Recognition
Our platform automatically detects and classifies disregarded entities from source documents, ensuring accurate tax treatment and proper flow-through reporting
Smart Organization by Document Type
Group pages into the correct folders by state and entity, keeping all related schedules and attachments together for clean, review-ready inputs
Extract Every Line Item. From Every Page.
Automated Calculations on K1 Extracted Data
Break Out Active, Passive, and Grouped Activities
AI-Based Activity Classification
Automatically classify activities as active or passive using entity type, ownership structure, and K-1 indicators
Handle Special Allocations
Account for custom allocations, grouped activities, and edge-case partner types (e.g., LP vs GP splits)
Automated Review Process
Ensure correct treatment flows through to 1040 prep, and review logic—all from a single pass
Export Clean, Structured Data Into Tax Software
K-1 to Field-Level Mapping
Map extracted values directly into your tax software’s import schema
Full Audit Traceability
Maintain linkage from final numbers back to source documents, reviewer comments, and reclassification decisions
Zero Manual Entry
Eliminate rekeying, Excel bridge work, and review bottlenecks—delivering true end-to-end automation
FAQ — K-1 Automation
Black Ore handles Federal, State, and K-3 forms—regardless of format, layout, or source. We support tiered structures, mixed PDFs, and multi-entity packages at scale
Yes. Black Ore extracts data from face pages, footnotes, and partner-level schedules. It also reclassifies, allocates, and maps line items automatically—even when formatting is inconsistent
Our AI identifies and classifies active vs. passive income, handles grouped activities, and applies logic for 199A, recourse status, and partner-specific breakouts—ensuring accurate downstream treatment
Black Ore automatically converts raw line items into their correct tax treatment categories (e.g. ordinary vs. passive income, deductible vs. non-deductible). You can also layer in firm-specific overrides
Data is mapped and exported directly to your firm’s prep system at the K-1, activity, and field level—no rekeying, no bridges
Join the Nation's Leading Firms. Transform Your Tax Practice.
