Review Tax Doc — Family Office App Demo

Review & Verify — K-1 (2025)

← Tax Tracker

Original Document — K-1

No PDF attached yet.

1. Confirm match

2. Verify income figures

3. Verify detail & approve

Match

Income figures — tie each to the document Tied out 0/1 · 0 no-match · 1 unreviewed

Click a figure's dot to set: unreviewed tied out no match

Ordinary incomeK-1 1

InterestK-1 5 · 1099-INT 1

DividendsK-1 6a · 1099-DIV 1a

Qualified divK-1 6b · 1099-DIV 1b

Short-term CGK-1 8 · 1099-B

Long-term CGK-1 9a · 1099-B

Cap gain distr1099-DIV 2a

§199AK-1 20Z

Rental incomeK-1 2

Other incomeK-1 11

Fed withholding1099 4 · K-1

Foreign taxK-1 21

Partnership / K-1 detail

Capital acct — beginItem L

Capital acct — endItem L

Share of debtItem K

Tax basisBasis wksht

Notes

1 figure(s) not yet tied out — tie out every number to the source before approving.

Underlying deals — QBI pass-through statement memo only · does not change any total

No allocation stored. “Read from PDF” parses the statement bound at the back of this K-1 — no AI, nothing is saved until you confirm.