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Form PA-65 Member Directory print requirements

To calculate and print Form PA-65 Member Directory, Pennsylvania Partner/Shareholder Directory:
  1. Go to the
    Organizer
    ,
    States
    ,
    Common State
    folder.
  2. Go to the
    Print Suppression
    screen, and make sure the checkbox for
    Pennsylvania
    , in the
    State Forms
    column, is not checked.
  3. Go to the
    Organizer
    ,
    States
    ,
    Pennsylvania
    folder.
  4. Go to the
    Return Options
    screen,
    Print Suppression
    section, and make sure the checkbox for
    Member Directory
    is not checked.
  5. Make sure the following option isn't selected:
    Organizer
    States
    Pennsylvania
    Return Options
    Print Suppression
    section,
    Member directory
    checkbox.
  6. At least one partner must be marked as a Corporate partner in the
    Organizer
    ,
    Partner Information
    folder, and the
    Partner by Partner Data
    folder.
  7. Select the partner’s name,
    Partner Information
    screen,
    Partner Information
    tab,
    Partner Type
    section.
  8. On the
    Type of entity (Leave blank – NOT allowed for e-file)
    dropdown checkbox, in the
    Partner (Override)
    column, select
    Corporate
    .
  9. Do a full recompute, then print.
note
At least one partner has to be present on the tax return. This form will not print if all members are corporate members.

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