Steps to Find Your K-1s and other relevant tax documents:
From your dashboard, click on Investors in the top navigation menu.
Select the investor whose tax documents you need to view.
Once on their profile, click on the Taxes tab in the 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 Venture360 Support for assistance.