Welcome to CAHEC’s Sharefile document upload portal. We appreciate your partnership and take the security of personal information seriously. Use of this portal is the preferred method of submitting all mid-year and year-end related documents. Once uploaded, documents are immediately available to CAHEC staff.
When uploading documents via the links below, please be sure to use the following suggested naming convention:
- Partnership name XXXX (CURRENT TAX YEAR) draft tax return (ex: 123 Partners LLC 2020 draft tax return)
- Partnership name XXXX (CURRENT TAX YEAR) draft final audit (ex: 123 Partners LLC 2020 final audit)
- Partnership name XXXX (CURRENT TAX YEAR) backup requirements (ex: 123 Partners LLC 2020 backup requirements)
When uploading a revised version of a previously submitted document, please indicate that it is revised in the naming convention suggested above.
Partnership name XXXX (CURRENT TAX YEAR) draft revised draft audit (ex: 123 Partners LLC 2020 revised draft audit).
| Required Reports | 10/31 Year-end Submissions | 12/31 Year-end Submissions |
|---|---|---|
| Engagement Letters | November 1 | January 1 |
| Draft Tax Return and Schedule K-1s | November 30 | February 15 |
| Draft Audited Financial Statements | December 15 | February 15 |
| Final Tax Return and Schedule K-1s | January 15 | February 28 |
| Final Audited Financial Statements | January 15 | March 1 |
| Back-up Requirements Checklist | December 15 | February 15 |
For assistance with document uploads, please contact either your asset manager, Lilybel Belen at lbelen@cahec.com, or Will Lane at wlane@cahec.com.
7700 Falls of Neuse Road, Suite 200
Raleigh, NC 27615
919-420-0063
This institution is an equal opportunity provider.
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