Welcome to the client experience for entity returns with K-1 distribution as seen on a desktop.
Select
Get Started
to begin.
Select
Send Code
to generate an access code.
This code is sent to your email address or mobile device, depending on your firm's settings. The code is valid for 20 minutes, until you use it, or until you generate a new code.
Retrieve the code from your email or mobile device.
Enter the code and select
Confirm
.
Depending on your firm's settings, you may see an
SMS Consent
window.
If you would like to receive text reminders to sign your return, enter your mobile number and select
Yes
.
If you don’t want to receive text message reminders, select
No
.
This is the landing page for your return. A summary of your refunds and payments due is available.
Select
Contact
to see the contact information for someone at your tax firm.
Select your company name to edit your profile or sign out.
You can also sample the steps required to complete your return.
Review the message from your tax firm and select
Next
.
If an invoice was included with your return, it is displayed at the beginning of the review step. You may get an option to
Pay Now
, which directs you to your tax firm's payment site. You may be required to pay before continuing.
Once the invoice has been reviewed or paid, select
Next
.
You can review each section of your return by selecting the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.
If attachments were included with your return, you are redirected to a new page. Select
Notes
for instructions from your firm.
Select
Download
or
Download All
to retrieve the documents.
You can also
Forward
or
Download
documents in the
Review
section.
To forward, select documents and enter recipient email addresses and mobile numbers, then select
Send
.
They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
To download, select your documents and select
OK
, or select
Download All
.
You may see the option to eSign, manually sign, or delegate signing depending on your firm's settings.
For this tutorial we’ll go through e-signing. Select
e-Sign
to get started.
Select the
Start
flag to begin.
Select the
Signature
block.
You can enter or draw your signature, then select
Apply
to sign the form.
Select the
Next
flag to be guided to the next signature field.
Select the green
Signature
block to apply your signature.
Continue to select the
Next
flag to be guided to the next signature field.
Some fields prompt you to mark a checkbox or enter information.
Complete the field and select the
Next
flag.
Once all fields are completed, select
Next
to continue.
Select
Next
to finalize signing.
If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select
Next
to continue.
Select to print or download your paper file return.
Select
I Consent
to access the forms. Select
Skip
to move to the next step without printing or downloading your paper file returns.
You can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select
Send Electronically
.
Select
Edit
to enter the K-1 recipient email address or edit other profile information.
Use the fields in the
K-1 Partners Details
window to make changes.
Clear the update notification checkbox if you don’t want to send an information update notification to your firm.
Select
Save
to apply any changes made.
Mark the checkbox next to the K-1s, or use mark the
select all
checkbox to check all K-1s.
Select
Email Documents
to deliver the packages.
Review the
Status
column at any time to verify if the K-1s have been downloaded. The statuses here have updated to
Sent
because the packages have been delivered.
Select
Download All K-1s
to download all packages into 1 PDF. Select
Download Selected K-1s
to download selected packages as separate PDFs.
Large downloads are sent to your
My Downloads
folder in your profile.
Select
Download
to complete the download.
This is the pay section. You'll see any payment vouchers that were included with the return.
Adjust your automated reminder settings as needed.
You have the option to pay online or download the voucher and filing instructions.
Select
Add Payment Details
.
This is for record keeping purposes only. This doesn’t initiate or verify that any payment has been made to the taxing authority. Select
Done
to continue.
Enter payment details and select
Add Payment
to save any changes.
You can download all your vouchers and filing instructions here. Select
Next
.
This section has your
Estimated Tax Payments
, broken up by date. You have the same payment options available.
Select
Done
after reviewing or paying your vouchers.
You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1s, or view or download your documents. Select
Contact
if you have any questions or concerns about your return.