What to Expect From Tax Time Here at Venture360
Tax season can be stressful, but at Venture360, we've streamlined our tax preparation process to make it as smooth as possible for our clients. Here's what you need to know about how we handle tax time for your fund and SPV entities.
Your Role
The good news is that your involvement is minimal. Review your fund and/or SPV profiles to ensure that everything looks accurate and up-to-date, then sit back and relax. Our team handles the rest.
Check your tax page often to make sure there isn't any missing information that would delay K-1s.
Key Timeline
February: Tax Reporting Portal launches. This is where you can track the status of your tax documents.
March 1st: Extensions filed for all entities as standard practice. This is routine and ensures we have adequate time to prepare accurate returns.
March 15th or earlier: K-1 distributions completed. Once approved, K-1s are sent directly to investor profiles on the platform.
March 15th - September 15th: Final returns filed. Our team works through the extended deadline period to complete and file all returns.
What We Handle
Our team takes care of the heavy lifting:
- Tax return preparation for all fund and SPV entities
- K-1 preparation and distribution to all investors
- Filing extensions and final returns
- Coordinating with accounting partners for accuracy
Stay Informed
Keep an eye on your Venture360 dashboard for tax status updates. If we need anything from you, we'll reach out directly through the platform.
We appreciate your business and look forward to making this tax season as seamless as possible.