K-1 delivery is available for any return where K-1 packages are detected. To ensure smooth processing:

K-1s must either be included in the return collation or uploaded as separate files with the return
Once uploaded, K-1s can be shared directly with recipients, tracked in File Shares, and accessed securely by clients

Uploading & Auto-Distribution of K-1's

Step 1: Click Send Returns from the Projects Dashboard

Step 2: Click Upload return

Step 3: Click Browse Files or drag and drop the files

Tip: If uploading multiple files, toggle button for multiple file upload before uploading your files

Step 4: Name Your Project and Add Contacts

Step 5: On the Review and Edit Tasks screen, find the Share K-1s task and choose:

A) Move - Send to another project and select the project
B) Keep - remains on this project for delivery to recipients

Step 6: Create your project and place signature fields

Step 7: Auto-Distribution. The current default is to delay sending K-1 packages until all e-signatures are complete. After signatures are collected we will automatically distribute the set of K-1.

Note: K-1s without partner email addresses, as well as updated or amended K-1s, are not included in auto-distribution. These must be sent manually by the firm.

If an e-Signature isn't included in the return the K-1s won't automatically send. We also offer an alternative firm setting where K-1s can be sent to shareholders immediately, without the return delivery requiring a client's e-signature. (Contact support if you’d like this option enabled.)

Manually Sending K-1's

Sending K-1s can be done from the firm or client project view.

Firm Project View

Step 1: Hover over the Distribute K-1s task and click Share K-1's (this task is auto generated from the return assembly)

Step 2: Enter email address

Step 3: Click Send

Additional Options:

Step 4: Update email address -Type in the new email and click "update". Prior recipients will not be able to authenticate

Step 5: Reset Expiration date- extends the time that recipients can download the file

Step 6: Copy shareable link- copies the link for you to share in your own email*

*authentication will still be sent to the email listed

Client Project View

Tracking & Managing K-1 File Shares

After initial delivery, the K-1 status can be easily tracked on the File Share page (or in the project by selecting the gear icon and clicking Shared K-1 Files)

Step 1: Click your Name at the top right

Step 2: Click on File Shares

Step 3: Toggle on K-1 Shares