Why a Tax Delivery Instructions Sheet Matters

When a partnership’s tax return is complete, partners often receive a stack of documents, a secure link, and a vague sense of “Now what?” A clear tax delivery instructions for partnership partners sheet solves this problem by explaining exactly what each partner needs to do next.

Use the template below to create a simple, repeatable set of client instructions tax return delivery steps you can use year after year.

How to Use This Template

  • Customize the bracketed areas with your firm and client information.
  • Remove sections that don’t apply to your process.
  • Send this sheet with every partner’s K-1 and related documents.

You can include this text in a PDF cover letter, an email, or directly inside your tax portal instructions page.

Template: Tax Delivery Instructions for Partnership Partners

1. Overview of Your Tax Return Package

Dear [Partner Name],

We have completed the [Tax Year] tax return for [Partnership Name]. You are receiving this package because you are a partner in the partnership and may need to:

  • Review your information
  • Sign required authorization forms
  • Make payments (if applicable)
  • Provide documents to your personal tax preparer

Enclosed/Available to you:

  • Final partnership tax return (Form 1065)
  • Your Schedule K-1
  • State K-1s (if applicable)
  • E-file authorization forms
  • Payment vouchers and instructions (if applicable)
  • This tax delivery instructions for partnership partners sheet

2. Accessing Your Documents (Tax Portal Instructions)

Your tax documents are available through our secure online portal.

Step-by-step tax portal instructions:

  1. Go to: [Portal URL]
  2. Log in using your email: [Email Address]
  3. Enter your password.
    • If you forgot your password, click “Forgot Password” and follow the prompts.
  4. Once logged in, navigate to:
    • Folder: [e.g., “2024 – Tax Returns”]
    • Subfolder: [e.g., “Partnership – [Partnership Name]”]
  5. Download the following:
    • “K-1 – [Partner Name].pdf”
    • “E-file Authorization – [Partner Name].pdf” (if applicable)
    • “Payment Vouchers – [Partner Name].pdf” (if applicable)

If you prefer paper copies, contact us at [Phone/Email] to request mailed documents.

3. Reviewing Your K-1 and Other Schedules

Please take a few minutes to review your Schedule K-1 and related forms for accuracy.

Check the following items:

  • Name and address – Confirm your legal name and current mailing address.
  • Tax ID number – Confirm your SSN or EIN is correct.
  • Ownership percentage – Review your beginning and ending ownership share.
  • Income, deductions, and credits – Ensure nothing looks unexpected or unfamiliar.

Provide a copy of your K-1 to the preparer of your individual or business tax return. They will use your K-1 to report your share of partnership income, deductions, and credits.

If you see any discrepancies, contact us before filing your personal return.

4. Signature and Payment Instructions

This section covers your signature and payment instructions so nothing gets missed.

A. Signing E-File Authorization Forms

If we are e-filing the partnership return or any state filings:

  1. Locate the e-file authorization form(s) (e.g., Form 8879, state equivalents).
  2. Sign electronically via the portal, or:
    • Print, sign, and date the forms.
    • Upload the signed copies back to the portal (same folder), or
    • Email/fax to: [Email/Fax Number]
  3. Deadline: Please complete signatures by [Date] so we can timely file.

B. Making Tax Payments (If Applicable)

If any balance is due at the partner level:

  1. Review the payment vouchers labeled with your name.
  2. For each voucher, follow the instructions printed on the form, or:
    • Pay online at [IRS or state website] using the information provided.
    • Include the correct tax year and form number when submitting payment.
  3. Payment due date: [Date]
  4. Retain your confirmation or receipt with your tax records.

If your payments are scheduled via automatic withdrawal, the debit details will be listed in your payment summary.

5. What Happens After Filing

Partners often ask what happens after filing. Here is what to expect:

  • E-file submission: After we receive required signatures, we will electronically file the partnership return and any applicable state returns.
  • Acknowledgment: Once accepted by the IRS and states, we will upload or email confirmation of acceptance to you.
  • No additional action: Most partners have no further action at the partnership level unless we notify you.
  • Personal return impact: Your K-1 information must be included in your personal or business return. Your tax preparer may contact you with questions about items on the K-1.
  • Notices (if any):
    • If the IRS or a state issues a notice related to the partnership, forward a copy to us promptly.
    • Do not respond to tax notices on your own without consulting us.

6. Recordkeeping and Support

Please keep the following in your files for at least [X] years:

  • Your K-1(s) and related state schedules
  • E-file acknowledgments
  • Payment confirmations and vouchers
  • This client instructions tax return delivery sheet

If you or your personal tax preparer need clarification, we are here to help.

Contact information:

  • Firm: [Firm Name]
  • Email: [Contact Email]
  • Phone: [Contact Phone]

By standardizing this tax delivery instructions for partnership partners template, you make it easier for every partner to understand their responsibilities, meet deadlines, and stay compliant—year after year.