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GoSystem API - Import Data for K-1s

oosthuizen

Hi,

We've been utilizing the GoSystem API for corporate filings and would like to add the ability to utilize the API for partnership returns as well. One significant issue that we run into with larger partnership filings is that a lot of allocation codes need to be used in GoSystem to have K-1s print properly. Ideally, we would like to have the amounts for the K-1s listed in our import file for both federal and state K-1s and have these amounts be utilized on the K-1s. Is this currently possible with the API, and if so, can someone provide a snippet on how this data would appear in JSON in order to be correctly imported?

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  • +1
    Thomson Reuters Thomson Reuters staff member

    To update the Highlighted values in the federal K-1's information.

     Below is the sample JSON payload:
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "PARK1L1",
                        "value": "90"
                    },
                    {
                        "fieldId": "PARK1L2",
                        "value": "101"
                    },
                    {
                        "fieldId": "PARK1L4A",
                        "value": "98"
                    }
                ]
            }
        ]
    }
    Here "value": "Test Partner1" -- Indicated "Partner Name".
    The index value starts with zero and it indicated the order of the "Partner Name".
    The group fieldId (PARPTRNAM1) is obtained from the Organizer window. Below is the screenshot for your reference.  
     Similarly to update the Highlighted values in the State K-1's information.
    Below is the sample Payload for your reference:
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "X140.3965.130",
                        "value": "90"
                    },
                    {
                        "fieldId": "140.2245.131",
                        "value": "101"
                    }
                ]
            }
        ]
    }
    If you want to update values for Federal and state K-1's in one request you can use the below sample payload where all the fieldId's are updated in one request.
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "X140.3965.130",
                        "value": "90"
                    },
                    {
                        "fieldId": "140.2245.131",
                        "value": "101"
                    },
                    {
                        "fieldId": "PARK1L1",
                        "value": "99"
                    },
                    {
                        "fieldId": "PARK1L2",
                        "value": "99"
                    },
                    {
                        "fieldId": "PARK1L4A",
                        "value": "99"
                    }
                ]
            }
        ]
    }
    I hope the provided payload is sufficient for your needs. If you have any questions or require further assistance, please feel free to reach out.

    Thank you!
Reply
  • +1
    Thomson Reuters Thomson Reuters staff member

    To update the Highlighted values in the federal K-1's information.

     Below is the sample JSON payload:
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "PARK1L1",
                        "value": "90"
                    },
                    {
                        "fieldId": "PARK1L2",
                        "value": "101"
                    },
                    {
                        "fieldId": "PARK1L4A",
                        "value": "98"
                    }
                ]
            }
        ]
    }
    Here "value": "Test Partner1" -- Indicated "Partner Name".
    The index value starts with zero and it indicated the order of the "Partner Name".
    The group fieldId (PARPTRNAM1) is obtained from the Organizer window. Below is the screenshot for your reference.  
     Similarly to update the Highlighted values in the State K-1's information.
    Below is the sample Payload for your reference:
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "X140.3965.130",
                        "value": "90"
                    },
                    {
                        "fieldId": "140.2245.131",
                        "value": "101"
                    }
                ]
            }
        ]
    }
    If you want to update values for Federal and state K-1's in one request you can use the below sample payload where all the fieldId's are updated in one request.
    {
        "fieldsRequest": [
            {
                "groupField": {
                    "index": 0,
                    "fieldId": "PARPTRNAM1",
                    "value": "Test Partner1",
                    "child": null
                },
                "fields": [
                    {
                        "fieldId": "X140.3965.130",
                        "value": "90"
                    },
                    {
                        "fieldId": "140.2245.131",
                        "value": "101"
                    },
                    {
                        "fieldId": "PARK1L1",
                        "value": "99"
                    },
                    {
                        "fieldId": "PARK1L2",
                        "value": "99"
                    },
                    {
                        "fieldId": "PARK1L4A",
                        "value": "99"
                    }
                ]
            }
        ]
    }
    I hope the provided payload is sufficient for your needs. If you have any questions or require further assistance, please feel free to reach out.

    Thank you!
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