This tab houses all of the return's K-1 packages and allows you to review their pages, replace instructions as necessary, and update recipient information before delivery.
- K1 Bookmarks
- This column lists all the K-1 packages recognized via bookmarks included in the uploaded PDF (i.e. partners/shareholders).
- Click the K-1 recipient name to edit the associated information in the right panel under Partner/Shareholder Information.
- Add Attachments
- You can add attachments for K-1 recipients here. After adding the file you can select which recipients receive it. See our Attachments on K-1s article for more information.
- Actions
- Upload instructional documents for partners.
- Partner/Shareholder Information
- Edit partner/shareholder information including the recipient's email address.
- Please Note: The email addresses entered are associated with the SSN/EIN for the K-1 and carry over year over year.
- 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
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