Process K-1s
Review and manage K-1 packages by updating recipient information, adding attachments, uploading partner instructions, and masking SSN/EINs before delivering the return.
The
K-1s
section houses the return's K-1 packages and lets you review their pages, replace instructions as necessary, and update recipient information before delivery.K-1 Bookmarks
- The left panel lists all the K-1 packages recognized via bookmarks included in the uploaded PDF (that is, partners and shareholders).
- Select the K-1 recipient name to edit the associated information in the right panel underPartner/Shareholder Information.
Add attachments
You can add attachments for K-1 recipients in this section. After adding the file, you can select which recipients receive it.
Actions
Upload instructional documents for partners.
Partner/Shareholder information
Edit partner/shareholder information, including the recipient's email address.
note
The email addresses entered are associated with the SSN/EIN for the K-1 and transfer year to year.
Mask SSN/EIN
Switch
Mask SSN/EIN
on to mask SSN/EINs on shareholder documents. Once you've completed reviewing the
K-1s
section, select Next
or go to the Invoices
section.
