Contents

Introduction Enrollment Before you start See Canoe tax files in the Tamarac document vault

 

Introduction

The Canoe tax document integration enhancement connects the Tamarac platform with Canoe, a leading provider for alternative investment data. This integration lets you directly access critical tax documents, such as K-1s and 1099s, for your associated with private-placement alternative investments.

If you use both Tamarac and Canoe, you can view Canoe documents directly in the Tamarac document vault.

For more information about the document vault, see Use the Document Vault.

Enrollment

Your firm must have the Canoe integration enabled to see the Canoe Tax Documents folder. To turn it on, contact your Tamarac Service team.

Before you start

For tax documents from Canoe to appear on the platform, the investment must be:

• Associated with a valid Tamarac account. For help linking an investment to a Tamarac account, contact your Canoe representative.

• A member of a Tamarac Household. For more information about adding an account to a Household, see Maintaining Accounts: The Household and Group Membership Panel.

Once you link the account and assign it to a Household, the system will automatically map and display the Canoe tax documents in the document vault.

For more information, see How are alternative investments tracked on the Tamarac platform?

See Canoe tax files in the Tamarac document vault

Once the integration is enabled, you can see Canoe tax documents automatically in the Tamarac document vault.

To access Canoe files in the Tamarac document vault:

1. In the Tamarac platform, under Documents, select Vault.

2. In Find documents for, select the client who has alternative investments in Canoe.

3. Select Canoe Tax Documents to see the tax documents for that client's accounts.

   

4. Optionally, select one of the documents and choose Download.