Steps to Find Your K-1s and other relevant tax documents:
Navigate to the Taxes Tab:
From your dashboard, click on Taxes in the top navigation menu.
If tax documents, including K-1s, have been uploaded for your account, you will find them listed in the Taxes tab.
Use the filter options to sort by year or investor entity if applicable.
Download, View, or Delete:
Next to your tax document in the Taxes tab, you'll see three buttons:
Download: Save the file to your device.
View: Open the document directly in your browser.
Delete: Remove the document from your account (if you have permission).
Check the Files Tab:
If your K-1 documents are not visible in the Taxes tab, click on Files in the navigation menu at the top.
Here, you might find additional documents, including tax forms, uploaded to your account.
Note: If you do not see your tax forms in either tab or have questions about their availability, contact your group administrator or Venture360 Support for assistance.