Part of the taxpayer experience is the review and distribution of K-1s. The K-1 packages can be distributed by the taxpayer that the return was delivered to, or by the firm if the setting for it is enabled.
Note:
The taxpayer and the firm can only distribute K-1s after the return has been signed.
Access Return
- Click the link that was emailed to you by your tax firm.
- Click the tab that shows Click Here to Get Started.
- Click the Request Access Code button to receive an access code.
- Enter the code that was sent to you via email or phone, depending on your tax firm's settings.
- Click Continue to go to the landing page for the return.
- Click the Click Here to Begin button to continue to the Distribute K-1s section.
Distribute K-1s
- Click the Email them from this website button to distribute electronically or Click Download, Print, and Mail to distribute manually.
- Click the checkbox to the left of the Partner(s) you want to send the K-1s to.
- Click the Email Documents button to send the selected K-1s.
Update Partner Details
A. Click to Update K-1 Partner Details.
B. Click to download the K-1 pdf.
C. Click to refresh the Company line.
Comments
Please sign in to leave a comment.