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Status Overview

Compliance Pipeline

78%
Federal Filings142 / 182
State Compliance210 / 404
International Blockers12 / 34

Priority Actions

Missing EIN Confirmation
Greenleaf Holdings LP
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K-1 Draft Review
Batch #402 · Deadline: Today
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Partner Signature
Bluestone Ventures IV
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Foreign Disclosure
Nexus Global Part. II
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Total K-1 Volume

12,845 +4.2%

Log

10m
Draft Approved
Sarah J. / Blackstone III
2h
Data Import
CSV Upload / 420 rec
5h
IRS Sync
Tax logic updated
1d
System Alert
Zip code mismatch

Delivery Rate

98% check_circle

Entities

4 active
Blackstone Master Fund
Cayman LP · 128 K-1s
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Greenleaf Holdings LP
Delaware LP · 42 K-1s
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Bluestone Ventures IV
Cayman LP · 86 K-1s
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Recent
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K-1 Batch #402
Opened 2 hours ago
schedule
Greenleaf Holdings LP
Entity · Last modified today
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3 entities need EIN confirmation
Greenleaf Holdings, Nexus Global, and 1 other are missing EIN records. Auto-resolve?
AI Action
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Run allocation for Blackstone III
All prerequisites met. Ready to generate 142 K-1 schedules.
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State compliance gap detected
194 state filings are behind schedule. Show breakdown by jurisdiction?
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