You'd rather ask than click through the checklist.
In Rhodes: chat, from any page
Chat reads the same lists as the checklist, the Expected tab and Settings → Document requirements, and it can make the changes below. Before it changes anything, it shows you the change and makes it once you approve (see Approving Suggested Changes).
What's missing
- "Which documents is Bramble Hollow Holdings missing?"
- "Which documents haven't arrived for 2025?"
- "Which K-1s are we still waiting on from Northgate Ventures II?"
One entity's documents
- "Bramble Hollow Holdings won't ever have a certificate of good standing." Chat marks it not expected for that entity.
- "We have Fenwick Trust's trust agreement on paper. Mark it received."
- "Expect an appraisal for Bramble Hollow Holdings."
If you don't say whether the document is kept on file once or comes every year, or whether it's required, chat asks. Members, admins and owners can make these changes.
Your organization's requirements
- "What documents do we require for LLCs?"
- "Make a lease agreement required for real estate entities."
- "Expect a financial statement every year from our holding companies."
- "Stop expecting a certificate of good standing for any entity."
- "Turn the missing documents email on."
Only owners and admins can make these changes, in chat or in Settings. If chat isn't sure which entities or which document you mean, it asks rather than guessing. It won't add a filing Rhodes tracks in Compliance, such as an annual report, as a document Rhodes expects. It won't make a K-1 a requirement for a kind of entity either, because K-1s come from your investments; it can expect a K-1 for one entity (see Why Rhodes Expects a K-1, or Doesn't).