Tax & Audit Process Management

Handling the Heavy Lifting for Tax and Audit Processes

We work closely with your third-party tax and audit teams to ensure a smooth and efficient process from start to finish.

• Tax & Audit Timeline: Vector works with all necessary parties to establish and maintain a tax and audit timeline.

• Records & Documentation: Vector provides books, records, and supporting documentation to your third-party tax provider and audit team, including, if needed, preparing financial statement footnotes.

• Inquiry Support: Vector addresses auditor and tax provider inquiries related to financial statements. We kindly ask for our clients to provide guidance on inquiries related to portfolio company valuations.

• K-1 & Tax Distribution: Vector reviews and distributes K-1s and other tax documents to LPs and GPs through our investor portal in Valence.