Create and deliver PDFs of K1 recipient and participant statements
When you create a PDF copy of a client's 1120, 1065, or 1041 tax return, UltraTax CS creates a separate PDF file for each shareholder, partner, participant, or beneficiary package.
- SelectFile, thenPrint Returns.
- Mark theClient copyandElectronic deliverycheckboxes.
- Select a delivery type:
- WebnoteWhen you send business returns to web portals, the K1 recipient PDF or participant statement PDF goes to the corresponding recipient's or participant's portal in the My Tax Documents section if they're an existing client.
- Email PDF
- PDF to file
