What we did: 

As a Deal Lead, you can now view both estimated and final K-1 delivery dates for each investor directly in the Tax Center.

Once K-1s are finalized, you can download all investor K-1s in one place for your records. When applicable, you can also download your 1099 forms directly from the platform.

How it helps you:

See K-1 timelines in one place and access finalized tax documents without additional follow-up. Save time during tax season with a single, centralized source of truth.

Visit the Tax Center