Skip to main content
Send tax returns
Search
Search SafeSend Support Help and Support.

This article applies to:

  • Product: safesend
  • Subject: Documents
  • Audiences: Staff

Attachments on K-1s

Distribute additional documents to all K-1 recipients or a specific group of shareholders.
An indicator next to the recipient name in the K-1 section shows when an attachment is scheduled for delivery to that recipient.

Add a K-1 attachment

  1. Go to the
    K-1s
     section of an entity return.
  2. Select
    (+)
     in the
    Add Attachments
     panel.
  3. In the upload window, drag a file to the upload area or select
    Choose File
     to search for a file.
  4. Select the recipients who should receive the attachment from the dropdown in the
    Recipient(s)
     column.
  5. Select
    Submit
    .
After uploading, each attachment appears as a line item in the
Add Attachments
 panel. Partners who are receiving an attachment display an icon beside their name. Hover over the icon to review which attachments they’ll receive.
When a client or partner downloads their K-1 documents, any attachments assigned to them are included automatically.

Edit recipients of a K-1 attachment

  1. Select
    Edit
     on the attachment in the
    Add Attachments
     panel.
  2. Select the dropdown in the
    Recipient(s)
     column, then select or deselect the partners who should receive the attachment.
  3. Select
    Save
    .

Delete a K-1 attachment

  1. Select
    Edit
     on the attachment in the
    Add Attachments
     panel.
  2. Select
    Delete
     in the Action column.
  3. Select
    Save
    .

error-icon

error-close