Entity Dashboard
Workflow Progress
✓
Data Import
✓
Book-to-Tax
Allocations
Outputs
Partners
12
All TINs verified
Federal Taxable Income
$1.32M
+8.2% vs prior year
Validation Issues
3
2 warnings, 1 error
Quick Actions
Validation Issues
Partner capital doesn't tie to equity ($2,450 variance)
Large depreciation M-1 variance vs PY (+47%)
New partner added mid-year - verify allocation
Agent Suggestions
The $2,450 capital variance is likely from Account 3900 - Partner Draws
not being classified as a distribution.
Ready to run allocations. All partner data and allocation rules are configured.
Review Status
Self-Review
Complete
L1 (Senior)
In Progress
L2 (Manager)
Not Started
L3 (Partner)
Not Started