Skip to main content
K-1 transfer
Search
Search Trust Tax (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Trust Tax

Processing the Source Account

Submitting a tax return processing request updates the source account's K-1 information in the target account. The processing request overrides any changes made to the source account's K-1 page in the target account. If you do not want the K-1 information in target account to be overridden, you can prevent future K-1 transfers to the target account.

Submitting a Tax Return Processing Request

To submit a tax return processing request:
  1. Open the source account.
  2. Select
    Process
     from the
    Account Action
     drop-down list.
  3. Under the
    Process
     collapsible section on the Process pop-up window, select what you want to process from the
    Request
     group box. For example, if you want to process returns only, select
    Tax Return
    . If you want to process tax returns and worksheets, select
    Tax Return and Worksheet
    .
  4. Select the type of return you want to process from the
    Document option
     drop-down list. For example, if you want to process federal and state returns, select
    Federal and State
    . If you want to process only federal returns or only state returns, select
    Federal Only
     or
    State Only
    .
  5. Select
    Process
    .
  6. Select OK when a message asking if you are sure you want to submit the account for processing displays.
  7. The Process page is updated with the message, "1 of 1 Requests Processed".
  8. Select
    Close
     to close the Process page.