Send a K1 package to FileCabinet CS

Send a package to 1040 recipient's drawer

Make sure the recipient's 1040 return exists in the current processing year of UltraTax CS.
Verify the recipient's Social Security Number (SSN) matches the SSN entered in the following locations.
1120S: Select
View
, then
Shareholder Information
.
1065: Select
View
, then
Partnership Information
.
1041: Select
View
, then
Beneficiary Information
.

Send a package to FileCabinet CS

Select
Setup
,
[Entity]
, then
Federal
.
Select the
Tax return
button.
Select the
Preparer
tab.
Enter
package
in the search field, then select
Next
.
Find the Shareholder package, Partner package, or Beneficiary package in the list and make sure it is set to print
As required
Select
OK
twice.
Select
Setup
, then
Office Configuration
.
Select FileCabinet CS and verify that the
Print K1 packages to FileCabinet CS drawer if the K1 recipient is also an UltraTax CS client
checkbox is selected.
Select
Done
.
Select
File
, then
Open Client
to open the client's return.
Select
File
, then
Print Returns
.
Select the data location from the FileCabinet CS dropdown list in the Print destinations group box.
Select
Options
, then select
Selected Pages
to select to send only the package to FileCabinet CS.
Select
OK
.
Select the
Preparer copy
checkbox, clear the
Paper
and
PDF to file
checkboxes if selected, and select the corresponding
FileCabinet CS
checkbox.
Select
To Cabinet
.
note
If you select an extra copy of the return, the
To Cabinet
will change to
Print
.
Select
OK
in the FileCabinet CS Documents window to send the selected files to FileCabinet CS.
note
If a taxpayer and spouse are both shareholders, partners, or beneficiaries of the same return and they exist as a married filing joint return in UltraTax CS. Their packages will be sent to FileCabinet CS as a single document.