K-1 Threshold


You can setup a threshold limit for K-1 Ownership percentage from here.

Go to Admin > Account Setup > K1-Threshold tab.


The default K1-Treshold percentage is 25%.

You can change the K1-threshold percentage as per your firm's requirement. Change the percentage and click on "Update" button.

If the ownership percentage on any K-1 exceeds the threshold defined here, then the system will list the related business return as 'Missing' if it is not identified in the scanned documents.


This threshold will have no other impact on any other functionality.

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