K-1 Delivered Status

This report provides a breakdown of the percentages of K-1s delivered and downloaded. You can view and export K-1 status data as well. Users can also deliver K-1s on behalf of clients if their firm settings allow.

Client View

This feature allows you to access the return and see what the client sees. You can navigate to the K-1 distribution section to see K-1 statuses and edit/distribute K-1s (if firm settings allow). 

1. Select K1 Delivered Status.
2. Select the Client View button (blue eye icon). 
3. Navigate to the K-1 Distribution section of the return. 
4. Click Send Electronically. 
5. View K-1 statuses OR
6. Deliver K-1s as outlined in our K-1 Distribution - Firm Instructions article. 

K1 Partner Updates

This reporting window shows a list of the K-1 recipients and their personal information for that return. The Status column indicates if that personal information has been updated or not. 

1. Select K1 Delivered Status.
2. Click K1 Partner Updates (green person icon) to display a breakdown of shareholder information for that return.
3. Review K-1 Partner Update Information.