Step 2: Select print and transfer options

To enter print and calculation options:
  1. Select Organizer > Consolidations > Step 2 - Select Print and Calculations > Print Options.
  2. Indicate if the individual partnership identification should be printed. If this option is selected, whitepaper detail for a partnership, pages 1-5 includes the name of each partnership in the consolidation.
  3. Select the M-3 Voluntary Filer option, if applicable. To transfer this selection to all divisions for the partnership, select the Transfer to All button. You can also select the defaults for all partners: general/limited, type of entity, and active/passive.
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