Project Main Details
• Audio files must be delivered via FTP/Dropbox/Google Drive/cloud AND
• Audio files must be delivered by regular mail
Welcome to our tour of the tax solution. It is an adaptable, secure, Web-based solution designed by tax professionals to help streamline the preparation and electronic delivery of Schedule K-1s by offering a guided process to promote consistency, web-based investor portal for dynamic collaboration, systems-based determination of Schedule K allocations, and centralized data repository for improved quality control.
2) K-1 Portal – Add K-1 Portal Account (0:21-0:54)
Once the portal is activated, investors receive an email notification to register and access their secure portal account, where they will walk through and complete a series of short questions to assist with the entity’s tax filings. When K-1 packages are ready, the investor will be notified, and the K-1 packages will be available real-time on the portal 24/7. The portal also features the ability to collect electronic consents in compliance with IRS Revenue Procedure 2012-17, provides the investors’ tax advisors direct access to their K-1 package, and securely stores prior-year K-1s on the portal for easy access to historical information.
3) K-1 Portal – Demographic Information (0:55-1:12)
The portal offers a user-friendly interface to gather demographic information from investors that may have changed during the year or was not previously been collected. This information is important for the accuracy in tax return filings.
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