A K-1 (IRS Schedule K-1) reports a limited partner’s allocated share of a partnership’s income, deductions, credits, and other tax items for the year. For LPs in private equity, venture, real estate, and hedge funds, the K-1 is the most important annual document — they (or their tax preparers) need it to complete their personal or corporate tax returns.
K-1 delivery is the highest-stakes annual event for investor portals. The portal must gate K-1s per investor (each LP sees only their K-1), deliver them securely with audit logging, support corrections workflows (K-1s are frequently amended), and handle the surge of investor questions during tax season.
See LP Portals and Investor Reporting Portal.