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This article applies to:

  • Product: safesend
  • Audiences: Client

Entity client experience with K-1 distribution

The linked video shows you a typical entity return experience from the perspective of the taxpayer, including K-1 distribution.
note
990, 1120 and some 1041 returns don’t include the K-1 distribution step. All other steps for these returns are the same.
  1. Welcome to the client experience for entity returns with K-1 distribution as seen on a desktop.
  2. You'll get an email from noreply@safesendreturns.com. Select
    Let’s Get Started
     to open your return.
  3. Select
    Get Started
     to begin.
  4. Select
    Send Code
     to generate an access code.
    note
    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.
  5. Retrieve the code from your email or mobile device.
  6. Enter the code and select
    Confirm
    .
  7. Depending on your firm's settings, you may see an
    SMS Consent
     window.
    1. If you would like to receive text reminders to sign your return, enter your mobile number and select
      Yes
      .
    2. If you don’t want to receive text message reminders, select
      No
      .
  8. This is the landing page for your return. A summary of your refunds and payments due is available.
  9. Select
    Contact
     to see the contact information for someone at your tax firm.
  10. Select your company name to edit your profile or sign out.
  11. You can also sample the steps required to complete your return.
  12. Select
    Get Started
    .
  13. Review the message from your tax firm and select
    Next
    .
  14. 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.
  15. Once the invoice has been reviewed or paid, select
    Next
    .
  16. 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.
  17. If attachments were included with your return, you are redirected to a new page. Select
    Notes
     for instructions from your firm.
  18. Select
    Download
     or
    Download All
     to retrieve the documents.
  19. You can also
    Forward
     or
    Download
     documents in the
    Review
     section.
  20. To forward, select documents and enter recipient email addresses and mobile numbers, then select
    Send
    .
    note
    They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
  21. To download, select your documents and select
    OK
    , or select
    Download All
    .
  22. Select
    Next
     to continue.
  23. You may see the option to eSign, manually sign, or delegate signing depending on your firm's settings.
  24. For this tutorial we’ll go through e-signing. Select
    e-Sign
     to get started.
  25. Select the
    Start
     flag to begin.
  26. Select the
    Signature
     block.
  27. You can enter or draw your signature, then select
    Apply
     to sign the form.
  28. Select the
    Next
     flag to be guided to the next signature field.
  29. Select the green
    Signature
     block to apply your signature.
  30. Continue to select the
    Next
     flag to be guided to the next signature field.
  31. Some fields prompt you to mark a checkbox or enter information.
  32. Complete the field and select the
    Next
     flag.
  33. Once all fields are completed, select
    Next
     to continue.
  34. Select
    Next
     to finalize signing.
  35. 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.
  36. Select to print or download your paper file return.
  37. Select
    I Consent
     to access the forms. Select
    Skip
     to move to the next step without printing or downloading your paper file returns.
  38. 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
    .
  39. Select
    Edit
     to enter the K-1 recipient email address or edit other profile information.
  40. Use the fields in the
    K-1 Partners Details
     window to make changes.
  41. Clear the update notification checkbox if you don’t want to send an information update notification to your firm.
  42. Select
    Save
     to apply any changes made.
  43. Mark the checkbox next to the K-1s, or use mark the
    select all
     checkbox to check all K-1s.
  44. Select
    Email Documents
     to deliver the packages.
  45. 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.
  46. Select
    Download All K-1s
     to download all packages into 1 PDF. Select
    Download Selected K-1s
     to download selected packages as separate PDFs.
  47. Large downloads are sent to your
    My Downloads
     folder in your profile.
  48. Select
    Download
     to complete the download.
  49. This is the pay section. You'll see any payment vouchers that were included with the return.
  50. Adjust your automated reminder settings as needed.
  51. Select
    Pay
    .
  52. You have the option to pay online or download the voucher and filing instructions.
  53. Select
    Add Payment Details
    .
  54. 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.
  55. Enter payment details and select
    Add Payment
     to save any changes.
  56. You can download all your vouchers and filing instructions here. Select
    Next
    .
  57. This section has your
    Estimated Tax Payments
    , broken up by date. You have the same payment options available.
  58. Select
    Done
     after reviewing or paying your vouchers.
  59. 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.