K-1 Distribution - Taxpayer Instructions

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 can only distribute K-1s after the return has been signed.
• The taxpayer will receive an email notification if the K-1 recipient declines to consent to receive the document(s) electronically. 

Access Return

1. Click the link that was emailed to you by your tax firm. 
2. Click the tab that shows Click Here to Get Started. 
3. Click the Request Access Code button to receive an access code. 
4. Enter the code that was sent to you via email or phone, depending on your tax firm's settings. 
5. Click Continue to go to the landing page for the return. 
6. Click the Click Here to Begin button to continue to the Distribute K-1s section. 

Distribute K-1s

1. Click the Email them from this website button to distribute electronically or Click Download, Print, and Mail to distribute manually.
2. Click the checkbox to the left of the Partner(s) you want to send the K-1s to. 
3. 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.

Download Documents 

When K-1s are downloaded, the document(s) will either go directly to the default download location on your PC, or they will go to the My Downloads folder inside of SafeSend. If there are many files or very large files, they will go to the My Downloads folder in SafeSend.

You can open the My Downloads folder by clicking the My Downloads button in the top right-hand corner. 

Download All K-1s

The K-1s are downloaded into 1 PDF. 

1. Click Download Documents. 
2. Click Download All K-1s. 

Download Selected K-1s

The K-1s are downloaded as separate PDF copies and are downloaded into a .ZIP file. 

1. Click the checkbox to the left of the K-1s to be downloaded. 
2. Click Download Documents. 
3. Click Download Selected K-1s.