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Partner information and Schedule K-1

Assign an alternate K-1 package filename

The default filename for the K-1 package is Partner Number-Partner Name.pdf. For example, 1-John Doe.pdf.
You can choose to assign an alternative K-1 package filename for each partner.
  1. Go to
    Organizer
    ,
    Partner Information
    ,
    Partner by Partner Data
    ,
    [partner name]
    , and then
    Partner Information
    .
  2. Find the
    Alternative K-1 Package Print File Name
     section of the screen.
  3. Enter the filename. The system automatically includes the partner number at the beginning of the filename you enter when creating separate PDF files.
    note
    This field's optional and has a maximum of 45 characters. These special characters aren't allowed ( / * | ? ). If you use these characters, the PDF file will be created without these special characters included in the filename.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Return type: 1065 Partnership
  • Subject: Print

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