All Partnerships are required to submit the Tax Return Engagement letter.
For certain Partnerships, the draft tax return is required; However, NEF Asset Manager approval is NOT required. Therefore, the Partnership should proceed with issuing the final tax return by the submission deadline.^
For certain Partnerships, the draft tax return is required AND NEF Asset Manager approval of the draft tax return is also required prior to issuing the final tax return.^
All Partnerships are required to submit a final tax return by the submission deadline.
Please see Submission Deadlines to ensure the Partnership meets its submission deadlines for tax returns and required tax work papers. All submissions should be uploaded via the NEF CPA Portal.
^ Please see the Reporting Requirements spreadsheet on the LP Confirmations & Reports page to determine reporting requirements.