Uploading K1 Documents

Within your Investment, Click on K1 Uploads

Open up your K1 folder, select all, and Drag and Drop K1s into Uploader Box

Make sure your CPA gives you one PDF per investor

Click Find Matches for K-1 Documents

The documents will be matched based on the Tax ID number

If the system cannot find a match, you can manually click the drop-down menu and select the correct Passive

Click Upload, Confirm

Documents can be seen under the Documents tab