How to view a summary of the recourse, non-recourse, and qualified non recourse liabilities.

Question: How can a client view a summary of the recourse, non-recourse, and qualified non recourse liabilities.

Answer: Via Export Selected Investments or the K-1 Comparison Report.

Option 1:

1. Navigate to your instance
2. Click "Select All" button
3. Use the drop down to select "Export Selected Items"

Option 2:

1. Log into K1 Aggregator
2. Navigate to Reporting -> K-1 Comparison
3. Click on the "Download Report" Icon under the Tools Column