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This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

Send a beneficiary K-1 package by email

To email the beneficiary's Schedule K-1 package directly to the beneficiary, complete the following steps.
  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    FileCabinet CS
     tab.
  3. Verify that the
    Print K1 packages to separate folder in FileCabinet CS
     checkbox is marked.
    note
    • The checkbox is marked by default.
    • It isn't available for GoFileRoom.
    • If you're not licensed for FileCabinet CS, this checkbox is available in FileDrawer.
  4. Select
    Done
    .
  5. Select
    File
    , then
    Open Client
     to open the beneficiary client's return.
  6. Select
    File
    , then
    Print Returns
    .
  7. Mark the
    Preparer copy
     checkbox, then the corresponding
    FileCabinet CS
     checkbox.
  8. Select
    To Cabinet
     to send the client's return and K-1 packages to FileCabinet CS.
  9. Select
    OK
    .
  10. Select
    File
    , then
    Email Schedule K-1 Packages
    .
  11. Enter the beneficiary's email address.
    You only need to enter the email address if you've not already entered it by going to
    View
    ,
    Beneficiary Information
    , then the
    Beneficiary
     tab.
  12. You can choose to do the following in the
    Email K1 Packages
     window:
    • Change the subject and text of the email greeting.
      note
      You don't need to enter the K-1 recipient name in the email greeting. The application uses the
      Salutation
       from
      K-1 recipient name
       in the General folder of the
      1041
       screen.
    • Select a recipient for a blind copy of the email message sent to the beneficiary.
    • Change the document name or choose a different
      Password
      .
  13. Select
    OK
     to send the email message with the beneficiary K-1 package.

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