You'd like a reminder of the documents that haven't arrived, or you'd like it to stop.
In Rhodes: Documents → Expected, or Settings → Document requirements → Email
Rhodes can email a list of the K-1s and yearly documents that haven't arrived yet. It's off until an owner or admin turns it on, with Email me what's missing on the Expected tab or under Email in Settings → Document requirements. Turn on and Turn off sit beside it, and the switch shows On or Off.
It's one switch for the whole organization. On the Expected tab it's at the bottom, with the line "Sent to every owner and admin." Once it's on, the email goes to every owner and admin, not only to the person who turned it on. Members don't see the switch.
When it comes
Every other Monday at 9:00 a.m. Pacific, from early March through October 15, about the previous tax year. It's sent only when something is outstanding, so once everything it covers has arrived or been marked not expected, it stops for the year.
What's in it
- The K-1s that haven't arrived, by investment or SPV and the entity they're for, with how many of the expected K-1s have arrived.
- The required yearly documents that haven't arrived, such as a yearly financial statement, listed under each entity.
- If any uploaded K-1s still need matching to an investment, how many.
Documents an entity keeps on file, such as an operating agreement, are never in the email; they're on each entity's checklist. Optional documents aren't in it either.
The subject line gives the count, for example "Rhodes: 3 K-1s not yet received for 2025", or "Rhodes: 5 documents not yet received for 2025" when yearly documents are included. Review in Rhodes opens the Expected tab for that year.
Turning it off
An owner or admin chooses Turn off in either place. It stops the email for everyone in the organization. You can also ask chat: "Turn off the missing documents email."