Find tax documents across every year in one view

The Tax Year filter on the Documents page now lets you pick more than one year at a time. "All years" is selected by default, so nothing is hidden until you choose to narrow things down.

  • Select several tax years at once using checkboxes

  • "All years" is the new default view

  • No more "Nothing shared" message when you happen to pick the wrong year first

This applies to limited partners viewing documents such as K-1s on the Documents page.

Have questions or feedback? Let us know in the comments.