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  • Product: safesend
  • Audiences: Client

K-1 distribution: taxpayer instructions

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Taxpayers will have the option to distribute their K-1s electronically or download and mail the copies.
note
  • The taxpayer can only distribute K-1s after the return has been signed.
  • The taxpayer will receive an email notification if the K-1 recipient declines to consent to receive the documents electronically.
Access Return
Complete the 1st steps of the Client Experience before you have access to distribute the K-1s. Follow these steps if you have already completed all steps and need to re-access the return.
  1. Select
    Let's Get Started
     in the email sent to you by your tax firm.
  2. Select
    Get Started
    .
  3. Select
    Send Code
     to receive an access code.
  4. Enter the code that was sent to you via email or phone and select
    Confirm
    .
  5. Select
    Distribute K-1's
     on the summary page.
Distribute K-1s 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
    Edit Partner Details
     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
    .
  5. Select K-1 packages.
    • If you
      Select All
      , the K-1s on the current page and any additional pages are selected.
  6. Select
    Email Documents
    .
  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. Mark the checkbox for each K-1.
  2. Select
    Download
    .
  3. Select
    Download Selected K-1s
    .
Mail Hard Copies
  1. Select
    Mail Hard Copies
     on the K-1 distribution dashboard.
    • Documents can be downloaded individually or in bulk.
Download Individual K-1s
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 documents either go directly to the default download location on your PC or go 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.
  1. Select your entity name.
  2. Select
    My Downloads
    .

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