Send Schedule K-1 packages by email
Follow these steps to email Schedule K-1 packages directly to the partners or to the tax matters person (TMP).
important
To email Schedule K-1 packages, the packages need to have already been printed to a separate folder in FileCabinet CS or File Drawer.
To print the Schedule K-1 packages to a separate folder in FileCabinet CS, select
Setup
, Office Configuration
, the FileCabinet CS
tab, then mark the Print K1 packages to separate folder in FileCabinet CS
option.note
- Mark this option before printing the partner packages.
- This option is selected by default.
- This option isn't available for GoFileRoom.
- If you aren't licensed for FileCabinet CS, this option is available for FileDrawer.
- With the UltraTax/1065 client open, selectFile, thenEmail Schedule K-1 Packages.
- You can do the following in theEmail K-1 Packageswindow:
- Select to send the packages to the Tax Matters Person. If this field is blank, UltraTax CS will send the email directly to the selected partners.
- Select how the password should be referred to in the email greeting text.
- Select who should receive a blind carbon copy (bcc) of the email.
- Select the specific partner packages you want to email.noteSelect the heading of the partner selection column to select all or unselect all packages.
- Change the email where the Schedule K-1 packages will be sent.noteUltraTax CS automatically transfers the email address entered in the Schedule K-1 recipient'sEmail Addressfield to theEmail Addressfield on the Partner tab in Partner Data Entry, and the email address entered in theEmail Addressfield on the Partner tab in Partner Data Entry to the Schedule K-1 recipient'sEmail Addressfield.
- Change the document name, or select or force a different password, from the UltraTax CS default.
- SelectOK.
