# Should I upload K-1s to Filed if they are already imported directly in CCH Axcess?

If your K-1s have already been imported directly into CCH Axcess through the import functionality when preparing the business return, you do **not** need to upload them again through Filed. Doing so may result in Filed attempting to re-enter data that already exists in your tax software.

Here are two easy ways to avoid duplicate data entry for K-1s:

### Option 1: Exclude the K-1s in Filed

If the K-1 PDFs have already been uploaded to Filed as part of your source documents, you can prevent Filed from processing them by excluding them before running Tax Prep.

**Steps:**

1. Within the AI Tax Prep workflow, navigate to the **Forms view**.
2. Locate the K-1s you want to exclude.
3. Click **Exclude** on those K-1 forms.
4. Proceed with running Tax Prep as normal — Filed will skip those forms during data entry.

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### Option 2: Simply Don't Upload the K-1s

The simplest approach is to just not include the K-1 PDFs when uploading your source documents to Filed. If Filed never receives the K-1 files, it will not attempt to process or enter them.

***

### What If Filed Is Flagging a Missing K-1 in the Checklist?

If Filed flags a missing K-1 in the **Checklist** section, there is no need to worry. Since the K-1 has already been handled directly in CCH Axcess, you have two options to clear the notification:

* **Ignore it** — the checklist flag will not affect Tax Prep or data entry.
* **Mark it as reviewed** — click the reviewed option in the Checklist section to dismiss the notification and keep your checklist clean.


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