How to Delete / Overwrite K-1s

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Delete existing K-1s:

1. Navigate to Deliverables -> Investor Documents -> Prepare & Distribute K-1 Packages
2. Choose "No" for "Make unapproved packages available for approval:"
3. Go into the "Manage K-1 Packages" modal and delete the uploaded .zip file
4. Click "Yes" in the pop up window
5. Choose "Yes" for "Make unapproved packages available for approval:"
6. The system will send the package to the Client Administrator for approval.
7. The deletion will finalize once the Client Administrator approves the package.

Overwrite existing K-1s:

1. Navigate to Deliverables -> Investor Documents -> Prepare & Distribute K-1 Packages
2. Choose "No" for "Make unapproved packages available for approval:"
3. Go into the "Manage K-1 Packages" modal
4. Click Add A Document
5. Choose .ZIP file option
6. Click "Next"
7. Click "Upload"
8. The upload will overwrite existing matching K-1s
9. Click "Save & Queue for Processing"
10. Close the window
11. Choose "Yes" for "Make unapproved packages available for approval:"
12. The system will send the package to the Client Administrator for approval.
13. The deletion will finalize once the Client Administrator approves the package.

Delete:

Overwrite:

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