Send schedule K1 packages from UltraTax CS to Onvio Documents

The recipient's 1040 return needs to exist in UltraTax CS for the same processing year.
The recipient's 1040 return needs to have an SSN entered and it matches the SSN entered on the following returns:
1120S - SSNs entered in
View
, then
Shareholder Information
.
1065 - SSNs entered in
View
, then
Shareholder Information
.
1041 - SSNs entered on the
Bene
screen.

Setup in UltraTax CS

Select
Setup
, then the entity (1041, 1120, or 1065).
Select
Tax Return
, then
Preparer.
Enter
package
in the search field and select
Next
.
Find Shareholder package, Partner package, or Beneficiary package in the list and make sure it's set to print
As required
.
Select
OK
twice.
Select
Setup
, then
Office Configuration
.
Select
Onvio
.
Select
Print K1 packages to Onvio Documents if the K1 recipient is also an UltraTax CS client
.
Verify the Integrated applications are set to Onvio Documents and Onvio Client Center.
Select
Done
.

Sending to Onvio

Open the 1120S, 1065, or 1041 client.
Select
File
, then
Print Returns
.
Select the
Preparer
copy, then
Onvio Documents
.
If you only want to print the Schedule K1 packages and not the return:
Select
Options
.
On the
Selected Returns
screen, select
Unmark All
.
Select
Selected Packages
and select Schedule K1 packages you want to send to Onvio Documents.
Select
OK
.
Select
To Onvio
or
Print
.
If you have Onvio Link installed: starting with UltraTax CS 2020, a window will appear to verify the documents you're sending to Onvio and you'll have the option to rename the document name. This can help prevent overriding any documents you previously sent to Onvio. Once verified, select
Send
.
Select
OK
to continue.