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Distribute K-1s in Bulk

Distribute K-1s screen does not have a proper way to download all K-1s separately into a .zip folder if there are more than 1 page worth of investors. Currently, the 2 options are to either 1) download all K-1s in a merged PDF, or 2) download a single page worth of listed investors into a .zip file as separate PDFs. There needs to be a third option to download all investor K-1s as separate PDF files.

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  • Official comment

    This is a great suggestion and we certainly can see why this would be beneficial. We have recently sent in a similar request to this and will be sure to add your firm to the internal request. We will list details in our product release notes if we move forward with implementing this!

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