Tax Center — K-1 Management
Short answer: Tax Center — K-1 Management keeps your firm’s schedule k-1 records — investors see only their own.
Tax Center — K-1 Management keeps your firm’s schedule k-1 records — investors see only their own.
- What’s recorded: Investor, Fund, Tax year, File (path in Files), Sent on
- Steps: Draft → In review; In review → Final / Draft; Final → Sent. The database only allows these moves.
- Investor emails go out when a record reaches: Sent.
- Create K-1s for a year — one K-1 record per investor and fund.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
Try it in the free demoTalk to us
Related
- Tax Center — Dashboard
- Tax Center — Document Collection
- Tax Center — Withholding & 1042
- Tax Center — State & Composite
- Tax Center — Specialty Items
- Tax Center — Calendar