K-1 Distribution - Firm Instructions

Enable K-1 Distribution for Users

  1. In the Navigation Panel, Click Settings.
  2. Click General.
  3. Check Allow any internal user to Distribute K-1s.
  4. Click Apply.

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Access Return

The K-1 distribution process is the same for the Firm as it is for the taxpayer. The only difference is how the return is accessed.

  1. Click on Reports in the Navigation Panel.
  2. Click on Delivered Returns.
  3. Click the More (...) options button in the Action column for the return. 
  4. Click Client View.
  5. Click on the Name and Email of the Client.
  6. Click the Click Here to Get Started tab.
  7. On the Summary Page, Click Distribute K-1's.

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Distribute K-1 Documents Electronically

The User will Click the Send Electronically button. The Distribute K-1 Documents Electronically window will open.

  1. Navigate to the Action column Click the Edit Partner Details button in the Action column.
  2. Enter the Shareholder's email address in the Update K-1 Partner Details screen.
    • Shareholders need an email address before a K-1 package can be delivered.
    • If a Mobile number is added, the Access Codes are sent by text.
  3. Click Save.
  4. Select what K-1 packages need to be distributed.
  5. Click the Email Documents button.
  6. Once the K-1's have been distributed, Users can view the Status, Update K-1 Partner Details, Download K-1's and Resend the packages to the Shareholders.

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Distribute K-1 Documents By Mail

The User will Click on the Mail Hard Copies button. The Distribute K-1 Documents by Mail window will open.

  • Users can download each K-1 individually or select multiple K-1 files to download at once.
    • Users can also download all K-1's into a single PDF by Clicking the Download All K-1's button in the upper right-hand corner.

Downloading Individual K-1's

  1. Locate the K-1 to be downloaded.
  2. Click the Download icon in the Action column.
  3. The K-1 will download to your browser's default location.
  4. Click Done or Continue.
    • Done will display if the return has been e-signed and re-accessed to distribute K-1 packages.
    • Continue will display if the return is being accessed the first time and will move to the payments section.

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Downloading Multiple K-1 Packages

  1. Check the box next to the K-1 package to be downloaded.
  2. Click the Download Documents button.
  3. A pop-up notification is displayed.
  4. K-1's will be downloaded to the My Downloads section in SafeSend Returns®.
  5. Click My Downloads to open the My Downloads window, then click the Download button.
    • This will download each K-1 package in a ZIP file to the browser's default location.
  6. Click Done or Continue.
    • Done will display if the return has been e-signed and re-accessed to distribute K-1 packages. 
    • Continue will display if the return is being accessed the first time and will move to the payments section.


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