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.
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!
Agree this absolutely needs to be an option. We have clients that want to download K-1s into individual files so they can upload them to their investor portal.
Hi Tonia, this feature has been implemented since the time of this comment! If the taxpayer selects "Download All", the K-1s will be downloaded into a .ZIP file in separate PDFs.
When I click "Download All" I get one pdf with 889 pages rather than individual K-1s in a zip file.
Tonia, this should not be happening. Please send in a ticket to firstname.lastname@example.org so a representative can further troubleshoot with you.
Tonia, I apologize for any confusion here. There was a previous enhancement that was implemented that allowed for the files to be downloaded into a .ZIP, and this is what I thought you were referring to. To correct myself, they would need to select "Download Selected K-1s"
Our product team is working to implement the ability to select multiple pages of the K-1s and download all pages into the .ZIP file. Again, I apologize for my confusion here.
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