How can we help?

December 2018 Client Webinar - Investor Tax Season Preparation - Video

 

Some takeaways:
- Intro to K-1 functionality (01:14)
- Confirm projects, investments, and tax IDs (prior to using K-1 upload) (01:58)
- Review best practices (03:00)
- Export entity and investor information (03:32)
- Add entity tax IDs (06:13)
- Add investor tax IDs (07:05)
- Review K-1 specifications for tax preparer (08:16)
- Review best practices for providing K-1s (09:31)
- Notify your investors (10:21)
- Walk through CRM invitation status' with advanced search (11:40)
- Use advanced search to bulk email investors by project (13:11)

- Q&A (18:03)

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request