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This article applies to:

  • Product: safesend
  • Subject: Reports
  • Audiences: Staff

K-1 Delivered Status report

Track K-1 delivery and download rates, review partner and recipient status updates, and, based on firm permissions, deliver K-1s on behalf of clients.

Client View

Use
Client View
 to access the return and review what the client experiences. From the K-1 Distribution section, you can review K-1 statuses and, with the necessary firm settings, edit or distribute K-1s.
  1. Select
    K1 Delivered Status
    .
  2. Select the
    Client View
     button.
  3. Go to the
    K-1 Distribution
     section of the return.
  4. Select
    Send Electronically
    .
  5. Review K-1 statuses.
  6. Deliver K-1s as outlined in K-1 distribution: Firm instructions.

K-1 partner updates

This reporting window shows a list of K-1 recipients and their personal information for that return. The
Status
 column indicates whether that personal information has been updated.
  1. Select
    K1 Delivered Status
    .
  2. Select
    K1 Partners
     to display a breakdown of partner or shareholder information for that return.
  3. Review
    K-1 Partner Update
     information.

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