I am having trouble emailing the K1 packages to the individual partners. I have it set up with Outlook to email and I know the process. On the entities that have many partners - I noticed that it just sends one document with all the partner K1's grouped all together. And it emails all the partners in one email. Is there a way to separate so each partner is just emailed their K1 package without clicking on each one individually and creating the email? I also wish that Lacerte could name the K1 package with the entity name and not the number. I would love any tricks or hints on what people do to get K1 packages out to partners.
We don't email them. We load the tax returns and K-1s into our portal. S Corp or Partnership distributes the K-1s.
I realize that doesn't help. 😑
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