The K-1 Tracker is here to help simplify your tax document management.
Efficiently Organize Your Tax Documents:
Centralized Access: Say goodbye to scattered paperwork. The K-1 Tracker consolidates all your investment tax documents in one convenient place.
Simplified Reporting: Easily prepare for tax season, having all your K-1 documents organized and readily accessible.
Getting Started with the K-1 Tracker:
Submit K-1: For Magic Box and VIP Sync clients, this process is automated. Prefer manual? Simply go to the documents tab on your asset page, upload your K-1s, and categorize by selecting "K-1" as the document type and relevant tax year.
Consolidated View: Access 'performance metrics' on the asset class page, select 'K-1 Tracker', choose your tax year, and view a comprehensive list of your assets and their K-1 status.
Displaying the Consolidated K-1 Tracker view:
The manual process of uploading and defining K-1 documents:
