Attachments on K-1s

If additional documents need to be distributed to shareholders, Returns lets you do so by adding K-1 attachments. Attachments can be delivered to all K-1 recipients or a select group. An indicator in the K-1s section next to the recipient name will let you know when attachments are going to be delivered to them.

Add a K-1 attachment

1. Go to the K-1s section of an entity return.
2. Click (+) in the Add Attachments panel.
3. In the pop-up, drag an attachment to the upload square or click Choose File to browse to a file for upload.
4. Click the drop-down in the Recipient(s) column and select those recipients who should receive the attachment.
5. Click Submit.

Attachments will appear as specific line items in the Add Attachments panel. Those partners who are receiving attachments will see an icon to the right of their name. Hovering over the icon will show which attachments they are receiving.

When the client or the partner downloads the K-1 documents, the attachments will be included.

Edit recipients of a K-1 attachment

1. Click the Edit icon on the attachment in the Add Attachments panel.
2. Click the drop-down in the Recipient(s) column and select or deselect the partners who should receive the attachment.
3. Click Save.

Delete a K-1 attachment

1. Click the edit icon on the attachment in the Add Attachments panel.
2. Click Delete in the Action column.
3. Click Save.