How to Tell Members Where to find a copy of their K-1
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How to Tell Members Where to find a copy of their K-1 I have completed preparing the 1065 and K-1s and ticked the box "allow members to see their K-1". I now want to sent them an email telling them their K-1s are available. However, as Administrator of the site, I only can find the links to the complete tax return, including K-1s for all members. I cannot find a link that shows me only my own K-1. I presume that when regular members log in , they will see only their own K-1 and not the ability to prepare the whole tax return. If this is true, can someone tell me on which screen the link will appear so I can instruct our members where to look? Is it the same link where I see the choice to run the complete tax interview? Thanks, Jack Ranby Grants Partners Hi Jack, This is a good question for this board because others are asking it too. As Administrator or Treasurer, you have access to all the files that make up the return. Your regular members will not. To see your own file individually in your account, check the "Expert Taxes" box at the bottom of the taxes page. You will see each K-1 listed individually and you can select your own to print out. Members will only see their own K-1 when they login to their own account. They can find it under Accounting>Taxes Laurie Frederiksen bivio support |
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