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K-1 distribution: Firm instructions

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The firm can distribute the taxpayer's K-1s on the taxpayer's behalf. If a K-1 recipient doesn't consent to electronic delivery, the taxpayer will receive an email notification.
To deliver the K-1s, you need to turn on the settings before you deliver the return. This article outlines how to turn on and use this feature.

Turn on K-1 distribution for users

You'll need to do this before you deliver the return. Only System Administrators have access to the Settings section.
  1. Select
    Settings
    .
  2. Select
    General
    .
  3. Mark
    Allow any internal user to Distribute K-1s
    .
  4. Select
    Apply
    .
Access Return for Distribution
The K-1 distribution process is the same for the firm as it is for the taxpayer. The only difference is how the return is accessed.
  1. Go to
    Delivered Returns
    .
  2. Select
    More (...)
     in the Actions column for the return.
  3. Select
    Client View
    .
  4. Select the Name and Email of the Client.
  5. Select
    Get Started
     on the landing page.
  6. Select
    Distribute K-1's
     on the summary page.
Distribute K-1 Documents Electronically
K-1 recipient email addresses can't be uploaded in bulk for returns; however, they can be entered and updated individually.
Distribute
  1. Select
    Send Electronically
    on the K-1 distribution dashboard.
  2. Select the
    Edit Partner Details
     button in the
    Action
     column.
  3. Enter the shareholder's email address in the
    Update K-1 Partner Details
     window.
    • An email address is required before a K-1 package can be delivered.
    • If a mobile number is added, the Access Codes are sent by text.
  4. Select
    Save
    to save any changes made.
  5. Select one or more K-1 packages to be distributed. If you
    Select All
    , the K-1s on the current page and any additional pages are selected.
  6. Select the
    Email Documents
     button.
  7. View the
    Status
    of delivered K-1s.
Download All K-1s
All the K-1 packages are downloaded into 1 PDF.
  1. Select
    Download
    .
  2. Select
    Download All K-1s
    .
Download Selected K-1s
The K-1s are downloaded as separate PDF files in a ZIP file.
  1. Select the checkbox to the left of the K-1s to be downloaded.
  2. Select
    Download
    .
  3. Select
    Download Selected K-1s
    .
Distribute K-1 Documents By Mail
Select
Mail Hard Copies
 on the K-1 distribution dashboard.
Download Individual K-1's
The K-1 is downloaded as a single PDF to your browser's default location.
  1. Locate the K-1 to be downloaded.
  2. Select the
    Download
     option in the Action column.
Download Multiple K-1 Packages
The K-1s are downloaded to your browser's default location.
  1. Mark the checkbox next to the K-1 packages to be downloaded.
  2. Select
    Download
     to select how you would like to download the K-1s.
    1. Select
      Download All K-1s
       to download all K-1s for each shareholder into 1 PDF.
    2. Select
      Download Selected K-1s
      to download each checked K-1 as a separate PDF in a ZIP file.
      note
      When K-1s are downloaded, the document(s) either go directly to the default download location on your PC, or to the My Downloads folder inside of SafeSend.
      If there are many files or very large files, they go to the
      My Downloads
      folder in SafeSend.

This article applies to:

  • Product: safesend
  • Audiences: Staff