Which forms are supported?

Schedule K-1 (Form 1065) packs including supplemental statements and state K-1's, standalone K-3's, Form 1042-S, Form 8805 and PFIC annual information statements with their lower-tier statements.

Is the data safe to hold?

Taxpayer identification numbers are stored as kind and last four digits only, dates of birth as the year, and every stored text passes through masking before it is written.

Can tax figures be reported by fund, year and family member?

Yes. Box-level figures roll up by fund, tax year, entity and family member, in US dollars as printed on the forms, with a link from every figure back to the document it came from.

Tax

Tax document extraction for investors

Schedule K-1's, K-3's, Forms 1042-S and 8805 and PFIC statements read into a register, every box traceable to the page and rolled up by fund, year and owner.

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Tributom One Tax insights for one fund: K-1 box trends by tax year, the capital account bridge and income by source

K-1 Part III boxes, statements and state forms read automatically
K-3 grids by country and source; PFIC annual statements
Withholding and state exposure per fund and tax year
Personal identifiers masked at extraction

Tax insights for one fund - K-1 boxes year by year, the capital account bridge and where the income was sourced.

Tax reporting: which funds have delivered which forms, and what they say.

FAQ

Frequently asked questions

Further readingFamily office reporting: NAV, IRR, TVPI and look-through explainedWhat a family office report should contain, how each measure is calculated, why the same fund can show two different IRRs, and how to build reporting the whole family can trust.

Works with

Document ExtractionCapital calls, distributions, capital account statements, redemption notices and GP reports become reviewed data - with every figure highlighted on the page it came from.Family & OwnershipPeople at the top of the structure: each member's wealth seen through every trust, company and account, with property, art and vehicles alongside the portfolio.Reporting CentreNet worth, allocation, performance and cash for a family, a client or a whole book, drawn from the same register as the accounts - never from a spreadsheet. Consolidated wealth reporting and family office reporting software, built for everyone who manages private wealth.

See Tax Documents on your own data.

A demo is a working session on the entities, funds and reporting you actually manage.

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