It's tax season and you want to know which documents are still out.
In Rhodes: Documents → Expected
The Expected tab, next to All documents, lists what Rhodes expects your entities to have and whether each one is in: the K-1s and yearly documents for a tax year, and the documents each entity should keep on file. It opens on last year; change it with Tax year. Documents kept on file don't depend on the year, so they look the same whichever year you choose.
The four tabs
Four tabs sit under the year, each with a count:
- To collect: everything that hasn't arrived. This tab opens first.
- Received: everything that's in, or that someone marked received.
- Not expected: rows you've said won't come.
- Unmatched K-1s: K-1s Rhodes received but couldn't place (see A K-1 Arrived but Shows Not Yet Received).
The counts on the first three cover K-1s, yearly documents and documents kept on file together.
Reading a row
Rows are grouped by entity. Each entity's name heads its group, with a count on the right such as "3 to collect", and you can fold a group closed. Each row is one line:
- The document: "K-1 from Northgate Ventures II" for a K-1, or the document's name, with its year if it comes every year, for example "Financial Statements · 2025".
- Why Rhodes expects it. For a K-1, that's because the entity held the investment that year, or the investment sent a K-1 the year before. For anything else, it's the requirement that asks for it, such as "Required for LLCs". Either can say "You added this".
- Its kind: K-1 · 2025, Every year or Keep on file.
- Its status: Not yet received, Received (On file for a document kept on file) or Not expected.
- One button: Mark received on a row that hasn't arrived, Expect it again on a row that's not expected, or the date on a row that's in.
The three-dot More actions menu on a row holds the other choices, such as Not expected this year. On a K-1 row the button reads Mark received…, because Rhodes asks which document it is, if any (see A K-1 Arrived but Shows Not Yet Received). On a document kept on file it reads Mark received and doesn't ask; use it if you have the document outside Rhodes. On a yearly or kept-on-file document, the menu's Not expected says the entity won't have it; to change your mind, find it on the Not expected tab and choose Expect it again.
To act on several K-1s at once, see Why Rhodes Expects a K-1, or Doesn't.
Where else you'll see it
- Home: when any K-1s are outstanding, the Needs you lane shows a line such as "3 K-1s not yet received for 2025", with Review. It counts K-1s only, not the other documents on the Expected tab, and it isn't added to the Needs you counts.
- An entity: its Documents tab has the entity's own checklist, with its K-1s and their history year by year (see Rhodes Document Expectations). The Overview's Needs attention card lists what's missing.
- An investment: Expected K-1s sits under the summary, with one row for each of your entities that holds it, its own tax year choice and Show history. See all expected documents opens the Expected tab for just that investment.
- One of your own SPVs: its Documents tab lists the K-1s it sends to your entities (see K-1s from Your Own SPVs).
Or ask
"Which documents haven't arrived for 2025?" or "What's Fenwick Trust still missing?" Chat reads the same list and can narrow it to one entity or one investment.