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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).
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.
  1. With the UltraTax/1065 client open, select
    File
    , then
    Email Schedule K-1 Packages
    .
  2. You can do the following in the
    Email K-1 Packages
     window:
    • 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.
    • Change the email where the Schedule K-1 packages will be sent.
    • Change the document name, or select or force a different password, from the UltraTax CS default.
  3. Select
    OK
    .
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