Why Can't I Publish My K-1 or 1099 Batch?

A tax batch publishes only when every file is matched to an investing account and marked Confirmed. Most errors mean a match is missing or changed.

Steps to fix

1. Go to Reporting, open Tax Documents, and click Review Batch.
2. For each file, open the PDF and pick the right account in Investing Account (Select Account means none is chosen).
3. Tick Confirmed for every row.
4. Click Publish Documents & Email Investors.

Common messages

• Confirm every account match before delivery.: at least one row has no account or is not confirmed.
• Account matches changed. Review the batch again.: someone edited the matches. Reload and review.
• This batch was already delivered.: the batch is published. To fix a file, use Correct Tax Form.
• Choose an account in this investment or an account no longer belongs: the account has no position in the batch's investment. Pick an account that holds this investment.
• Upload no more than 40 MB per batch.: split the upload into smaller batches.

Good to know

• Changing an account on a row clears its Confirmed box.
• Upload one PDF per account and name each file with the account name or ID so suggestions work. Split combined PDFs first.
• Files stay team-only until you publish. After publishing, investors are emailed and find files in the portal Tax Center.
• You need document edit access to upload, match, and publish.
• Related: How Do I Send K-1s and 1099s? and How Do I Correct a K-1 or 1099 After It Was Published?.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.