This article will help you:
- Access the feature that allows you to send password-protected K-1 Packages
- Edit partner emails
- Learn the formatting for passwords
Steps to send K-1 Packages:
- Go to the
section in your ProConnect Taxhub. - Find the client for whom you want to send K-1 packages.
- On the actions column, select the dropdown arrow next to View Return, and then select Send K-1 Packages.
- If this is your first time sending K-1 packages, you can review the instructions and select Get Started when you're ready. If this isn't your first time, disregard this step.
- Now, you should see a list of all the potential recipients. Review the email addresses and make any necessary changes to the existing ones or add new ones.
- Any changes you make to a user's email addresses will only apply for this session. If you make a change, you'll need to make it next time as well.
- Select the checkbox next to all the names you want to send a schedule K-1 Package.
- If any selected email addresses need to be corrected, you'll see an orange icon with the identified error in the Status column. Make any corrections necessary, then click Continue.
- Review final details and select Preview Email to view what the recipients will see.
- The unique password to access the K-1 Package will be in the sent emails. Typically, they will follow this format:
- Email: johndoe@example.com
SSN or EIN: 123-45-6789
Password for the file: johndoe6789
- Email: johndoe@example.com
- Select Send packages to complete the process.
Troubleshooting
If a recipient isn't able to open their K-1, make sure they're using the exact email the K-1 was sent to, including any capital letters. To ensure your case sensitive password is correct, view the email address listed that received this notice.
After you've sent the K-1 packages, you will return to the main page.
From the main page you can:
- View the most recent date K-1's were sent out.
- Keep track of whether the K-1s have been opened.
- Edit partner email address and resend the K-1s.
