K-1 Tab

This tab houses all of the return's K-1 recipients and allows you to review their pages, replace instructions as necessary, and update their information before delivery.

1. K1 Bookmarks
   • This column lists all of the K-1 recipients recognized via bookmarks included in the uploaded PDF (i.e. partners/shareholders).
   • You can select a bookmark from the list, and edit the associated information on the right under Shareholder Information.
2. Add Attachments
   • You can add attachments for K-1 recipients here.  After adding the file you can select which recipients will receive it.
3. Actions
   • Upload instructional documents for partners.
4. Shareholder Information
   • Edit shareholder information including the email address the K-1 will be delivered to.
   • Please Note: The email address entered will be associated with the SSN/EIN for the K-1 and will carry over year over year. 
5. Mask SSN/EIN
   • Toggle Mask SSN/EIN on to mask SSN/EINs on shareholder documents. 

Follow this link to proceed to the next step in the process, the Invoices Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options