K-1 data structured from day one
Every entry posts with the detail your CPA needs. Year-end is a review, not a reconstruction.
Tax and K-1 Reporting
K-1s in February, not March.
Continuous ledger updates mean your books are tax-ready all year. Realized and unrealized gains, long and short term, are tracked at the lot level from day one, so K-1 data is structured and ready for your CPA when LPs expect it.
February
K-1 delivery target
Year-round
Tax-ready books
Lot-level
Gain and loss tracking
All featuresTax and K-1 Reporting
What you get
Tax season as a byproduct of clean data.
Long and short term gains
Realized and unrealized gains tracked continuously with lot selection, so tax liability is visible in real time, not discovered in April.
Crypto tax-loss harvesting
Optimized lot treatment for digital assets, with the same rigor applied to public equities and private holdings.
Tax documents in the portal
K-1s and tax returns surfaced to each investor automatically, permissioned and audit-logged.
Structured for annual reporting
Every asset class, optimized around tax reporting requirements.
Private equity alongside crypto. Real estate next to public equities. Easefolio tracks all of it in one ledger, with accounting treatment per asset, so the annual filing is built from the same books you ran the fund on all year.
- Real-time insight into realized and unrealized gains and total tax liability
- Automatic error reporting and reconciliation before tax season
- Customizable accounting methods for different asset types
- Side letter terms applied to each investor’s capital account treatment
- Clean exports for your CPA or tax preparer
Questions
Common questions about tax and k-1 reporting.
Does Easefolio file my taxes?
No. Easefolio keeps the books tax-ready and structures K-1 data continuously. Your CPA or tax preparer files from clean exports instead of rebuilding the year from statements.
How does Easefolio handle crypto taxes?
Digital asset lots are tracked individually with optimized lot treatment and tax-loss harvesting support, alongside the same tracking for securities and private holdings.
Why can K-1s go out earlier on Easefolio?
Because the ledger never falls behind. There is no year-end reconstruction from administrator statements, so the data your preparer needs is ready in January.
Get started
Make this the last year-end scramble.
Bring last year’s K-1 timeline to a demo. We will show you where the time goes back.