Partners Should Have Access to Historical Tax Documents Shared Through K1x

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

If I as a K1x Client intend to use K1x as a long-term solution for tax document distribution to my Investors/Partners/Users, then I want those Investors/Partners/Users to have access to those documents for long-term. This ability should be independent from partner activities (like leaving the partnership, filing final, transferring to a different entity in our company structure) If a user has been shared a tax document, they should have access to it for life, in all future years, and all future rollovers, regardless of entity transfer or whatever activity could happen. The document should be tied to the user - nothing else.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

I don't like that my Investors/Parnters complain that they can't see their prior year tax documents in their current year login. They should be able to download prior year tax documents distributed in K1x - no matter the portal, project, year, entity, etc.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Parnters/Investors and the Entities/Clients

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Tax Documents should be tied to users. Nothing else - not year, rollover, project, entity etc etc etc