One Place for Every
K-1 You Upload
A K-1 tracker organizes Schedule K-1 forms across your real estate syndications, keeps estimates separate from official forms, and exports a clean summary for your CPA. SyndTrack tracks those forms across deals, estimates selected fields before they arrive (Pro), and keeps the official documents available for review.
Free plan up to 7 deals. Pro trial requires a card and charges automatically when the trial ends unless canceled.
Sound familiar?
K-1s arrive late — sometimes in March
Partnerships can file extensions until September. Tracking down K-1s from 8+ GPs every year is a nightmare.
Forms scattered across emails and portals
Every sponsor uses a different portal. Your K-1s are buried in inboxes, Dropbox folders, and forgotten investor logins.
CPA needs a summary — you have a shoebox
Your accountant charges by the hour. Handing them a pile of PDFs instead of a clean summary costs you real money.
Your K-1 command center
One summary across all your deals: taken from the K-1s you have reviewed, estimated from your transaction records for the rest. Pick a tax year, sort by any column, and export in one click.
K-1 Summary
Tax Year 2025 · 4 deals
Total Distributions
$31,200
Ordinary Distributions
$22,800
Return of Capital
$8,400
Capital Contributions
$50,000
| Deal | Distributions | Contributions |
|---|---|---|
| Oak Valley Apartments | $14,400 | $0 |
| Sunridge Industrial | $9,600 | $25,000 |
| Mesa Self-Storage | $4,800 | $0 |
| Harbor Point Mixed Use | $2,400 | $25,000 |
Everything you need for K-1 season
From upload to export — SyndTrack handles the full K-1 workflow for LP investors with multiple syndication investments.
Free: store K-1s with each deal, export a CSV summary, and have AI read up to 10 documents. Pro: the K-1 dashboard, estimates, unmetered AI K-1 import, Excel/PDF export, and the CPA tax package.
Upload & store K-1 PDFs
Attach K-1 documents directly to each deal. All your forms in one place, linked to the right investment.
AI-powered field extractionPro
Our AI reads your K-1 PDFs and extracts key fields for your review — partnership income, distributions, contributions, and more. You choose whether to use AI or upload without it. Figures you review and approve feed the K-1 summary for that tax year; figures you have not approved do not.
K-1 summary dashboardPro
See your distributions, contributions, and basis for the tax year across all your deals at a glance. A deal with a K-1 you have reviewed shows that K-1's income and distributions and is labelled as such; every other deal is estimated from your transactions. Pick the tax year and sort by any column. No more spreadsheet gymnastics.
Estimated tax field calculationsPro
Before your K-1s arrive, SyndTrack estimates distributions, contributions, and basis from your transaction history so you're never surprised. Partnership income is never estimated: it appears only for a deal where you have reviewed its K-1.
One-click CSV export
Export a clean, structured K-1 summary for your CPA. Save hours of prep time and cut your accounting bill.
CPA tax packagePro
Download one zip for the tax year: the K-1 summary as Excel, CSV and PDF, every K-1 file you uploaded for that year renamed by year, sponsor and deal, and a cover sheet listing what the package holds.
How it works
Set up once, stress-free every tax season.
Connect your deals
Add your LP investments to SyndTrack. We track capital calls, distributions, and valuations throughout the year.
Upload K-1s as they arrive
Drag and drop K-1 PDFs when GPs send them, and choose the deal each one belongs to. Have AI extract the key fields for your review, or upload without AI.
Review your K-1 summary
See distributions, contributions, and basis summarized across all deals for the tax year, from the K-1s you have reviewed where you have them and from your transactions where you do not.
Export for your CPA
One click exports a clean CSV, or on Pro a zip with the summary, your K-1 files and a cover sheet. Hand it to your accountant and let them do their job faster.
Built for LP investors with multiple K-1s
If you invest in more than two or three syndications, K-1 season gets complicated fast. SyndTrack was built to solve exactly that.
- All K-1s stored in one place — no more inbox hunting
- Estimated distributions, contributions, and basis computed from your transaction data
- AI extracts key fields from uploaded PDF K-1s
- Export a K-1 summary your accountant can open in seconds
- Every K-1 you have uploaded, attached to its deal
- Filter by tax year across all your deals
- Beginning and ending basis estimates for each deal
- Works alongside your official K-1s — not a replacement
Tax disclaimer: SyndTrack K-1 estimates are derived from transaction records and are for tracking and reference only. They do not constitute tax advice and should not be used for tax filing. Always rely on official K-1 forms issued by your partnership. Consult a qualified tax professional for guidance specific to your situation.
Ready for a stress-free K-1 season?
Join LP investors who track their K-1s with SyndTrack. Start free, upgrade when you need it.