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How to Delete / Overwrite K-1s

Delete existing K-1s: Navigate to Deliverables -> Investor Documents -> Prepare & Distribute K-1 Packages Choose "No" for "Make unapproved packages available for approval:" Go into the "Manage K-1 Packages" modal.

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: