Print only the shareholder, partner, beneficiary, or participant package
note
Before you begin, verify that the
As required
option is selected for the Shareholder Package, Partner Package, Beneficiary Package, or Participant Package in the client print collation in the Return Collation
window.- With the client's return open, selectFile, thenPrint Returns.
- Select theClient copycheckbox.
- SelectOptions.
- SelectSelected Pages.
- SelectUnmark All.
- Select allShareholder Package,Partner Package,Beneficiary Package, orParticipant Packagecheckboxes you want to print with the return. If you want to print the shareholder package, partner package, beneficiary package, or participant package for all shareholders, partners, beneficiaries, or participants, skip to step 10.noteThe shareholder package, partner package, or beneficiary package are listed separately for the federal return and for each state attached to the return. Select each package that you want to print.
- SelectSelected Packages.
- Select the checkbox for each shareholder, partner, beneficiary, or participant whose package you want to print, then selectOKto close thePrint Optionswindow.
- Select the checkboxes (Paper,Electronic delivery, and/orFileCabinet CS, if licensed) to determine the destination of the printed package.noteIf you are licensed for FileCabinet CS and plan to send Schedule K-1 packages to your clients via email, you must send the packages to separate folders in FileCabinet CS before you can distribute them to recipients via email.
- SelectPrintorTo Cabinet.
