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Emailing Partner K1 packages

cgodfrey
Level 2

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.

0 Cheers
1 Comment 1
sjrcpa
Level 15

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. 😑


Ex-AllStar