Your organization was using Rhodes before Document requirements changed, and you want to know what carried over.
In Rhodes: Settings → Document requirements, and each entity's Documents tab
What you set up carries on. The documents you required for each kind of entity, the ones you turned off, the items you added to a single entity and the ones you marked N/A all apply as they did, except for filings and K-1s, which have moved (see below).
- In Settings → Document requirements, the choices you made earlier are tagged From your earlier settings. You can change them like any other line.
- On an entity's checklist, documents you marked N/A are listed under Not expected, and the items you added say "You added this".
Rhodes's built-in requirements
Rhodes has a built-in list of documents for each legal structure and some entity types, such as an operating agreement for an LLC or a trust agreement for a trust.
- Kinds of entity you'd already set up, for example if you'd set requirements for your LLCs, keep their standard documents. They stay on those entities' checklists as before.
- Kinds of entity you hadn't set up don't get the built-in list. Rhodes doesn't add its new built-in requirements to organizations that were already using it, and Settings → Document requirements says "Rhodes's built-in requirements aren't turned on for your organization yet. Only the requirements listed here apply." To expect one of those documents, add it there with + Add a requirement (see Choose the Documents Rhodes Expects).
What you'll notice is different
- Tax returns and other filings are no longer checklist items. Rhodes tracks them in Compliance (see Deadlines and Filings).
- K-1s come from your investments now, so any K-1 items on the old checklist are replaced by the K-1s Rhodes expects from each investment (see Which Documents Haven't Arrived).
- An item that any document in a category could satisfy is gone. If you still want it, add the specific document instead.
- Suggestions no longer appear on the entity checklist, and there's no Refresh button: the checklist keeps itself up to date.
- N/A and Mark as needed are now Not expected and Expect it again.
- The Missing filter on the Documents page is gone. What's missing now shows on the To collect tab of Documents → Expected, which lists documents you keep on file with a Keep on file label (see Which Documents Haven't Arrived).
- Only owners and admins can change Document requirements. Members can still mark an entity's documents received or not expected.