Manage Partnership taxes

Use one tax agent to prepare your return, surface planning opportunities, estimate partner obligations, and carry the work through filing and K-1 preparation.

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Plan around allocations

Review allocations, basis, and partner-level tax effects within the workflow used to manage returns.

Estimate tax payments

Model partner tax obligations from actual activity so estimated payments are easier to plan before filing.

Track filing deadlines

Keep annual deadlines, extension needs, and follow-up tasks visible so the Partnership can stay on track.

Monitor IRS status

Follow notices, filing status, and next steps in the same place used for planning and compliance work.

File federal returns

Carry planning into Form 1065 and K-1 prep so federal filings reflect prior decisions, with e-file or print.

File state returns

Align state filing with the federal return so the partnership clears every jurisdiction with e-file or print.

One system for Partnership planning and filing

Analyze your prior year's Partnership tax return

Upload your prior year’s 1065 tax return to find savings opportunities tied to allocations, basis, deductions, K-1s, and filing history.

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Choose Partnership strategies that fit your business

Work through the strategies that matter for Partnerships, then keep the support and filing workflow tied to the same record.

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Keep allocations, payments, and filing connected

Instead keeps tax planning, estimated payments, documentation, and filing connected so your business Partnership can reduce handoff risk throughout the tax process.

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Explore the full Instead platform

From research to filing, every tool you need to manage taxes across all your entities — in one place.

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Tax Documents

Centralize tax returns, financial records, and supporting docs — searchable and AI-accessible.

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Tax Research

Get instant, AI-powered answers to complex tax questions — sourced from IRS code, regs, and case law.

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Tax Payments

Track, schedule, and manage federal and state tax payments — with built-in deadline alerts.

Tax Workflows

Automate multi-step tax processes with guided workflows tailored to every entity type.

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Tax Estimates

Generate accurate quarterly estimates with AI that factors in real-time income and deduction changes.

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Action Items

Stay on top of every tax deadline and task — with smart prioritization and automated reminders.

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E-Filing

File federal and state returns electronically — with built-in validation to catch errors before submission.

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Activity

See every change, comment, and update across your tax practice — in one real-time feed.

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Tax Memos

Draft AI-assisted tax memos grounded in IRS code — ready for review, collaboration, and filing.

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Save

Analyze returns across all your entities, select expert-built tax strategies, and save thousands to millions annually.

Reports

Turn complex tax data into actionable intelligence — with audit-ready documentation for every strategy.

Ready to enhance your Partnership tax strategy?

Do it yourself

Review allocations, basis, and filing work in one workflow

Keep estimated payments and deadlines easy to track

Bring in partners or teammates who help manage tax work

Keep supporting records tied to the return

Use support when the team needs help moving forward

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Work with a tax advisor

Bring your CPA or tax team into the same workflow

Review strategy and filing work together

Keep K-1s, partner context, and documents connected

Reduce handoff risk across planning and compliance

Make year-round tax work easier to manage

Find a tax advisor

IRS-approved Partnership filing is here

Instead is the first company in decades to receive full IRS e-file approvals across all core entity types, including Form 1065, with federal, state, and local filing coverage.

One agent can empower your business to move from tax planning and payments to filing with less rework.

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See pricing that fits your business

Review pricing options that match the size of the Partnership and the way your team wants to handle planning, payments, and filing.

Learn more about corporate pricing

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