Your LPs will be asked to either confirm existing information or provide missing information, then sign a generated W-8 or W-9 (they can skip this step).

LPs will be only be asked provide information necessary to produce K-1s, including:

Legal name
Tax ID
Address
Entity type
Disregarded entity information (if applicable)
Foreign taxpayer information (if applicable)

After your LPs have confirmed their data and signed a W-8 or W-9, you can export this information to provide to your tax provider so they can produce accurate returns.

View our LP support guide for more details on this process.