Tax Documents (K-1)
Short answer: Tax Documents (K-1) keeps your firm’s schedule k-1 records — investors see only their own.
Tax Documents (K-1) 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.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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