2018 Year End reporting deadlines
View deadlines here.
CPA portal and Report/document submission
Please utilize National Equity Fund’s (NEF’s) CPA Portal to quickly and securely upload all the reporting documents to be submitted to NEF. The site can also be used to view all required documents for each Partnership and the status of each document as received or still outstanding.
Use of the CPA Portal is the preferred method of submitting all year-end related documents. All documents are date and time stamped and immediately available to NEF staff.
If you are a new/unregistered user, you will need an electronic invitation from NEF to register for the CPA Portal. Please contact Tracey LeGrand to request an invitation.
If you are unable to utilize the CPA Portal, you may submit a PDF document to email@example.com. Please note that during peak times, it may take up to two business days to post an email submission. In the meantime, the Partnership and/or CPA may receive follow-up calls/texts regarding the status of the outstanding documents.
important changes effective for 2018 year end
Financial Analysis Department
Lydia Ridley has transitioned to another role within NEF during 2018 and the Project Accounting department has been renamed the Financial Analysis department.
We’d like to welcome Tracey LeGrand as the head of the new Financial Analysis department. Her team will be the primary individuals responsible for collecting, reviewing and analyzing the audited financial statements and tax returns and supporting documentation required. The Financial Analysis department will be working closely with and receiving support from both the Asset Management department and Tracy Townsend’s team (Fund Accounting department) for the upcoming year-end reporting season.
To streamline the submission and receipt of all year-end reporting documents, NEF prefers you utilize the CPA Portal going forward. Alternatively, files can be submitted via email to firstname.lastname@example.org. See additional notes regarding both methods above. Please do not send the year-end reporting documents to the Asset Managers.
More information coming soon.