K-1 Recipient Experience

The steps below outline how the partner or shareholder can access their K-1 package(s).

The taxpayer receives an email notification if the K-1 recipient declines to consent to receive the document(s) electronically. 

The recipient can access the K-1 package and profile section as long as the main return is valid. If the main return is deleted or recalled, the K-1 links are invalid.

Initial E-mail

The partner or shareholder receives a link via email to access the K-1 package. The email comes from [e-mail].

1. Click the Access Tax button to be directed to a webpage.
2. Click the Send Code button.  
3. Copy the code that is sent to the email or retrieve the code sent via text message.
4. Enter the code in the box.
5. Click Confirm.

K-1 Consent

K-1 Consent screen displays after the recipient has entered an access code. 

• Click I Agree to continue and download the documents.
• Click I Decline to be directed back to the Request Access Code page.
  • If the decline option is selected, the recipient can authenticate again to click I Agree at any time.

K-1 Download

1. Click the download icon to download the K-1 Package. 
2. Click the download icon to download the Instructions document. 

Profile Update

1. Select the Company Name in the top right corner.
2. Select My Account.
3. Edit information as needed.
4. Click Save to save any edits made.