K-1 naming convention

currently SafeSend names the k-1's to be delivered to shareholder/members etc. buy using the shareholder member name.  When a shareholder or a member is in multiple partnerships they get multiple emails from SafeSend that all look like the same file.  Can you add a feature to make SafeSend name the K-1's with entity name - shareholder/member - year.  This would be very helpful.




  • Official comment

    Thank you for the suggestion!  We've had another request for this so we've added your name to our enhancement task.  We will keep you updated as the enhancement progresses.

    Comment actions Permalink
  • We really need this enhancement!  We are getting multiple complaints about this issue, and requiring each partner who received multiple k1s to manually rename every k1 file to avoid overwriting previously received k1s really is not in accord with the ease of use that safesend promises.  This is not an issue that affects one or two of our clients.  we have so many groups with multiple repeat partners receiving k1s; it affects a large proportion of our clients.  Please, please can you prioritize this enhancement?!  

    Comment actions Permalink
  • Hi Yocheved, thank you for providing this feedback. We do have an open request with our product team on this matter and are working to implement this, although I do not have an ETA at this time. I will be sure to bring these comments to them so they know the urgency to see this implemented. 

    Comment actions Permalink
  • Yes! please, please can you prioritize this enhancement?!  

    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post