Usable immediately (folder created on filing). When the Excel import adds it to the
Investments site, this record upgrades in place — same name required.
Will file to:
folder will be created
Nothing is chosen until you click a deal. Once you have, clicking outside adds the
location too (nothing files until you Approve).
Recent locations — click to reuse:
File to Tax Compliance
K-1 convention: #NN - YYYY K1 - Partnership - Recipient · files into the recipient entity's folder ·
#NN = the K-1's number within that entity, for the accounting firm's pass-through assembly.