This guide walks through the K-1 consent experience end to end, from what an investor sees to how you can support and report on K-1 consent internally. Use it to answer investor questions about finding, signing, or printing their K-1 consent, and to generate a compliance-ready report on consent status across an investing entity.
N.B.: GP Portal supports only one Authorized Signatory field per investor. In practice, an investor’s subscription documents may designate several distinct authorized signatories for different purposes (for example, a K-1 consent authorized signatory and a separate wire transfer authorized signatory). The single Authorized Signatory field in the platform is intended to be used for K-1 consent authorization only. There is currently no systematic way to enforce this distinction; it is the client’s responsibility to be aware of it. Any signatory designated within the platform should be understood and treated as relevant to K-1 consent only, not as a general-purpose record of every authorized signatory named in an investor’s subscription documents.
How Investors Find K-1 Consent
If an investor has an outstanding K-1 consent, the K-1 Consent Agreement window opens automatically the first time they log in. They can also find it manually at any time:
- From Your Dashboard, click View All on the K-1 Consent tile, or
- Click the menu icon at the top right of the page, then click K-1 Consent in the dropdown.
Both paths lead to a list of the investor’s K-1 consents, one row per investing entity, showing the Investor, Investing Entity, and whether it has been Agreed On. From there, they click View K-1 Consent to open a specific agreement.
Note: If a contact is associated with more than one investing entity, each entity has its own row and its own consent to give.
How Investors Sign K-1 Consent
Opening a K-1 consent, whether from the automatic window at login or from the list described above, shows the same K-1 Consent Agreement content: a summary of the IRS electronic delivery requirement, the investing entity and investor the agreement applies to, and the required disclosures (the paper statement option, scope and duration of consent, how to request a paper copy, and how to withdraw consent).
To respond to the agreement, the investor clicks one of two buttons at the bottom of the window:
- I Agree to consent to electronic delivery, or
- I Disagree to decline.
Once an investor clicks I Agree, the consent is recorded immediately and reflected in the K-1 Consent Exposure Report (see below).
How Investors Print K-1 Consent
There is no dedicated print button on the K-1 consent page. Investors who want a copy should use their browser’s own print function (for example, Ctrl+P on Windows or Cmd+P on Mac) while viewing the agreement.
How to Generate the K-1 Consent Report
The K-1 Consent Exposure Report shows consent status across an investing entity’s contacts, including whether a designated authorized signatory has signed, not just whether any contact has.
- In the navigation bar, click Reports.
- Click the K-1 Consent Exposure tile.
- Click the Investing Entity field and select one or more entities.
- If desired, click Signed or Not Signed under Status to filter by consent status.
- Use Column Visibility to show or hide columns as needed.
- Results load automatically as filters are applied.
- Click Export to download the results as a CSV file.
- Click Clear Filters to reset the report.
The report includes the following columns:
- Investing Entity and Investor
- Status: whether the investor’s contact(s) have signed
- Contact Signed: how many of the investor’s contacts have signed, out of the total (for example, 1 of 2)
- Date Signed: the most recent date any contact signed
- Authorized Signatory Data Populated: whether the investor record has a designated authorized signatory on file at all
- Authorized Signatories and Authorized Signatory Count: who the designated signatory or signatories are, if populated
- Missing Designated Authorized Signatory: flags investors with no designated signatory on file
- Consent Provided By: who actually gave consent
- Most Recent Consent Acceptance Date
- Consent Provided By Designated Authorized Signatory: whether the consent was specifically given by the designated signatory
- Valid Designated Signatory E-Consent On File: whether a valid electronic consent from the designated signatory exists
Note: A contact signing K-1 consent updates Status, Contact Signed, and Date Signed right away, but does not by itself populate the authorized-signatory columns. Those only reflect consent given specifically by a contact designated as an authorized signatory on the investor record. An investor can show as Signed while still being flagged under Missing Designated Authorized Signatory, this is expected, and is exactly the gap this report is meant to surface for compliance review.
Managing Authorized Signatories
Authorized signatories are managed on the investor’s CRM record. If you need to add or update them for a large number of investors at once, use the CRM bulk upload template, which now includes an optional field for authorized signatories. See Bulk CRM Import Upload for the full process.
To update a single investor’s authorized signatories individually instead, edit that investor’s CRM record directly. See How to Edit a Record.