Schedule K1 package delivery process for ProSeries

This feature is coming for tax year 2026 for all ProSeries Professional Users! This feature will be available in tax year 2025 to a small subset of customers to test the feature. If you would like to be added to the test group for tax year 2025 complete our form here.

Delivering K-1 Packages in ProSeries

You can use the K-1 Package Delivery feature in the Partnership, S-Corporate, and Fiduciary returns to securely send K-1 packages to the members. This feature can be accessed through the Print Center.

ProSeries delivers the emails for you - no Outlook or Gmail needed. With our built in security, you also don't need to additionally set manual password protection or SSN masking.

Before you access the feature make sure your K-1's are setup correctly with email addresses:

1. Open an applicable business return
   • Partnership, S-Corporate, or Fiduciary.
2. Enter the members information in Sch K-1 Worksheet
3. Make sure the email address is filled in for each person.
4. Save the return.

Accessing K-1 Package Delivery

1. From the File menu, select Print.
2. From the Print Functions list, select Print Selected Forms.
3. Choose the K-1s Only option.
4. Select Email K-1 Package option and click OK.

Sending K-1 Packages

1. In the K-1 Delivery window, click Get Started.
   
2. Review the list of partners and their email addresses.
   • Use the Show clients with invalid emails switch to view entries that need correction.
     
3. Click Continue once all addresses have been verified.
4. Review the delivery list and preview or edit the email message that will accompany the package.
   • You may also send a copy of each partner email to yourself. To do so, simply check the Send me a copy of each partner email box before proceeding to the next step.
5. Select Send Packages.
   • ProSeries will print the K-1s for all selected recipients. This may take several minutes, don’t close the window until printing finishes.
6. When printing is complete, a status window will display the progress of each K-1.
7. Once the process is finished, a confirmation message will appear, and you can close the window.

Create and manage email templates

When you send K-1 packages, you can save the email subject and message as a reusable template and apply it to future deliveries. You manage templates from the Preview Email section of the Send Schedule K-1 packages window.

Create and save a template

1. In the Send Schedule K-1 packages window, go to the Preview Email section.
2. Select Edit to make the Subject and Message fields editable.
3. Update the Subject and Message as needed.
4. Select Save as a new template, then enter a name for the template to save it.

Apply a saved template

1. In the Preview Email section, open the Select template dropdown.
2. Choose the template you want to use. The Subject and Message update to match the template.

Delete a template

1. Open the Select template dropdown.
2. Find the template you want to remove, then select the delete icon next to it.

Taxpayer Steps

1. The taxpayer will receive an email explaining they have just received their K-1 package for their return. It will also have a link to access their K-1 online.
2. When they select the link it will take them to an Intuit login page.
   1. If a user has a login they can use it to access their K-1.
   2. If a user does not have a login they can click the Create an account link at the bottom of the page.
3. Once the user is logged in they will be able to see their K-1 Package.
   

Understanding the Status

When reviewing the dashboard there is a Status column but what do these mean?

• Not sent
  • This status means the K-1 Delivery hasn't been sent to the taxpayers yet.
• Sent
  • The K-1 Delivery has been sent to the taxpayer.