It’s my pleasure to guide you through this introduction to our Tax Tracker, a feature which our Product team is excited to present to EquityMultiple investors.
Tax season can cause plenty of headaches. Being aware of deadlines and the status of documents is key to filing in a timely manner and avoiding late fees. We built this tool so investors can easily check the status and the timing of tax documents for each of your EquityMultiple investments and to help set timing expectations as you plan to file taxes in advance of tax day.
On the tax tracker page, investors will find a summary of the tax documents they should expect to receive for the 2019 tax year. For most EquityMultiple investments, this document will be a Schedule K-1.
As you can see, the Tax Summary provides a list of each offering this investor is participating in, along with the document type, the status of the document and the recent activity pertaining to each. You can filter this list by status using the dropdown menu. For instance, if I want to view only the offerings with available tax documents, I can click on “Filter By Status” and select “Available”. Now, if I want to return to all of my offerings, I can again click on “Filter By Status” and select “All”.
Additionally, we can order our list of offerings by any of the column headers. For instance, we can sort our offerings alphabetically by clicking the “Offering” header, or we can sort the offerings alphanumerically by document type, status, or activity.
Should delivery of any of your documents be delayed, you’ll see this status reflected in-line with the offering. Both the activity and the status fields will be updated regularly as we work with sponsors and our partner accounting firm to prepare and validate your tax documents.
Note the link that reads “View Activity to learn more” in the Activity column, in line with each offering. This link takes us to the most recent tax messages on your “My Activity” page. These posts provide further detail on the status and timing of tax document preparation and delivery. The purple label at the bottom right of the post indicates that the post pertains specifically to tax documents.
We hope you find the Tax Tracker tool useful as you plan to file taxes. We welcome any feedback you have, either via the chat window at the bottom right-hand corner of your screen, or via our email address firstname.lastname@example.org
Learn more about EquityMultiple at http://bit.ly/2NXwHOl