Central Dataset
Where you input all your investors, investments, and allocating entities
what is business entities
Allocation method used if i want to allocate directly to one partner
what is allocate to investor
Where you enter the partners EIN/SSN
what is business entity demographics
where can I mark a k-1 as final
where is investor relationship demographics
The dataset where the footnotes are stored
what is the form production dataset
Where you assign each partner to the allocating entity
what is Investor relationships
The view you should use when reviewing allocations
what is pivot table view
where you enter the partners ending and beginning printing percentages
what is investor relationship demographics
The first step importing new information
what is create and edit staging dataset
I uploaded a footnotes workbook, its not printing, what section do I need to update to get it to print
what is investor footnote activations
Where I input contributions and distributions
What is investor capital
Where you tell partnersight how you want an upper tier entity allocated
what is entity tiering rules
Where I can change the SSN as masked or not masked
what is form production settings
I have confirmed the data that I uploaded is accurate and I am ready to bring it into my main dataset, what are the next two steps
what is push and discard
PDF package method to print all k-1s in one pdf
what is by allocating entity
I want to see a K-1, but do not want to do a formal print
what is produce instant PDF forms
I dont want the income from one tier to flow up to the next, what option can I use?
what is block
I want to compare my partners in the forms dataset to the central dataset, what view can I do that in
what is synchronized view
what is the name of the software that generates the summary workpapers
what is altryx
The tab in the footnote workbook were I link my values to
what is investor capital rollforwards
where can I check that all my line items have corresponding allocation methods assigned
what is allocable items method exeption
Where I enter ownership for a CFC on the K-3
what is direct Form Inputs
Oh no, I typed one of my partners named wrong, how will partnersight tell me
what is validation error
Partnersights term for what we would call partner numbers
what is investor relationship identifier