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.