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upwork.com 🟡 2026-05-24

🔹 Private Equity K-1 Data Standardization Template
👤 Client: 🇺🇸 United States Member since 2025-08-07
💰 Price: ****
🚩 Problem: Manual, decentralized tracking of complex partnership tax data requiring a unified flat-table database standard.
📦 Existing: 2-3 anonymized Schedule K-1 PDFs (Federal, State, and unstructured footnotes).

Specifications:

[Target] Form 1065 Schedule K-1
[Target] State-specific withholdings and tax equivalents
[Target] Unstructured footnotes (passive activity losses, state allocations)
[Format] Flat-table Excel workbook
[Method] Data extraction and mapping
[Stack] Microsoft Excel

Workflow:

1. Analysis of sample K-1 PDFs and unstructured footnotes.
2. Mapping of federal and state tax data points to a standardized schema.
3. Construction of flat-table Excel master template.
4. Validation of extracted data against source documents.