Document Upload Portal

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.

As you know, timely and accurate financial reporting is critical to the tax-credit housing industry. Not only does it help us ensure that our partnerships remain in compliance with the requirements of lenders, investors, and federal and state agencies, it also helps guarantee that our investors receive the tax benefits that were expected.

2019-2020 Year-end reporting deadlines

Draft Tax Return and Schedule K-1sNovember 30February 15
Draft Audited Financial StatementsDecember 15February 15
Final Tax Return and Schedule K-1sJanuary 15February 28
Final Audited Financial StatementsJanuary 15March 1
Back-up Requirements ChecklistDecember 15February 15

Document Submissions

When uploading documents via the links below, please be sure to use the following suggested naming convention:

  • Partnership name 2019-2020 draft tax return (ex: 123 Partners LLC 2019-2020 draft tax return)
  • Partnership name 2019-2020 draft final audit (ex: 123 Partners LLC 2019-2020 final audit)
  • Partnership name 2019-2020 backup requirements (ex: 123 Partners LLC 2019-2020 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 2019-2020 draft revised draft audit (ex: 123 Partners LLC 2019-2020 revised draft audit)

Upload Links – click on the document type below to upload:

Mid-Year Compilation Documents

DRAFT Tax Returns and Schedule K-1s

DRAFT Audited Financial Statements

FINAL Tax Returns and Schedule K-1s

FINAL Audited Financial Statements

Back-up Requirements

CPA Engagement Letter

Tax & Audit Forms

Partnerships with 10/31 year-end


If you have questions regarding the documents on the website or have any problems downloading or viewing them, please email your asset manager or George Rapp.