K-1s, distributed.
Send K-1 packages to every partner and shareholder with built-in tracking. Recipients can forward to their own preparers for the ones you don't have on file.
Book a Demo
Send K-1 packages to every partner and shareholder with built-in tracking. Recipients can forward to their own preparers for the ones you don't have on file.
Book a Demo
Distributing K-1s to dozens or hundreds of partners used to mean risky email attachments and manual tracking. Truss delivers each K-1 package through a secure link with built-in tracking.
Finish a 1120-S, 1065, or 1041 and Truss splits the specific pages for each partner or shareholder out of the combined return and creates a per-recipient secure share. No one ever sees another partner's schedule.
Annotate with customizable tickmarks, free-text, shapes, and comments. Cross-reference a figure on page 42 to supporting worksheets on pages 53, 86, and 113, then click to fly between them instantly. Pop open the built-in 10-key calculator and drop the tape onto the page as a permanent annotation.
We create a task on the entity project that separates each shareholder, so all the client has to do is enter their email and we'll send the secure K-1s to every partner.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Upload the complete K-1 package from your tax software and Truss identifies each partner's documents automatically. Each recipient gets only their own K-1 and any related schedules through a secure, individual link.
Yes. Partners can download their K-1 documents or share the secure link with their personal tax preparer. Access is controlled by the link expiration settings you configure for your firm.
There is no practical limit. Whether your entity has 10 partners or 500, Truss distributes every K-1 in one batch. Each partner receives their individual package simultaneously.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.