Planned

SafeSend Returns - Partner Type Drop-Down - K-1 Processing

Situation: During processing, you may be asked to select a Partner Type. This will occur if there is no SSN/EIN on the K-1 or if that information is masked. 

Resolution: Select a Partner Type from the drop-down in the K-1s tab for each K-1 recipient. If the K-1 recipient does not have an SSN/EIN, placeholder numbers can be used to fill this field (ex. 000-00-0000). 

 

Feature Update: We are planning to remove the SSN/EIN requirement as well as the Partner Type field requirement. We do not have a scheduled release date for this feature, but we are working on it. 

Reference Number: 76371

0

Comments

0 comments

Post is closed for comments.

Didn't find what you were looking for?

New post