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Apolis

Deal: Oak Ridge Apartments, 200 unitsPage: K-1 delivery

Operating period as of Jan 2031, month 48 of the worked example. Pages before close run at the raise, in 2026.

K-1 delivery

Upload each investor's K-1 as the tax preparer issued it, post it to their statement, and see every access.

Upload K-1s

SampleFiles you upload stay in this browser for the demo and are treated as sample documents. Apolis never prepares or reads K-1 content: upload the PDF the partnership's tax preparer issued.

Documents by investor

Reading this browser's saved documents.

Federal K-1 status for each investor, tax year 2030
InvestorStatusFileActions
Sample Sponsor LLCNot uploadedNone
Sample Family Office LLCShown on the sample capital statementNot uploadedNone
Sample Pension Advisors LPNot uploadedNone
Sample Capital Partners LLCNot uploadedNone
Sample Insurance Holdings LLCNot uploadedNone
Sample Physician Group LLCNot uploadedNone
Sample University Associates LPNot uploadedNone
Sample Wealth Management LLCNot uploadedNone
Sample Individual InvestorNot uploadedNone
Apolis (fee invested back as an LP)Not uploadedNone

Bulk upload

Name each file with the investor's name as it appears on the cap table and the tax year. For anything other than the federal K-1, add one word for the kind: state (with the two-letter state after it), footnotes, withholding, estimate or extension. Example: Sample Family Office LLC 2030 State MN.pdf A file with no tax year in its name goes to the year selected above. Matched files upload as drafts; each is posted from its investor's row. A correction to a posted document is uploaded on its row, with the reason.

Not yet downloaded, 2030

Access log

Every upload, post, correction, removal and download, newest first. Entries are never edited or deleted.

K-1 access log: user, deal, document, timestamp
TimestampUserDealDocumentAction
No entries yet.