Client Dashboard

Acme Capital — 2024 Tax Year

Workflow Status

Acme Master Fund LP
80%
Acme Feeder Fund LP
45%
Acme GP LLC
Complete
Acme Blocker Corp
Not Started

Alerts

! 3 partners missing TINs
! Master Fund: Capital doesn't tie
i 2 external K-1s pending import

Agent Suggestions

Ready to run allocations for Acme Master Fund LP. All data is complete.
Go to Entity
I can auto-map 142 of 150 trial balance accounts for Feeder Fund.

Recent Activity

10:32 AM Agent mapped 142 trial balance accounts for Master Fund
10:28 AM Trial balance imported for Master Fund (150 accounts)
10:15 AM jsmith@firm.com created Acme Blocker Corp
Yesterday Allocations finalized for GP LLC