Print only the shareholder, partner, beneficiary, or participant package

  1. With the client's return open, select
    File
    , then
    Print Returns
    .
  2. Select the
    Client copy
    checkbox.
  3. Select
    Options
    .
  4. Select
    Selected Pages
    .
  5. Select
    Unmark All
    .
  6. Select all
    Shareholder Package
    ,
    Partner Package
    ,
    Beneficiary Package
    , or
    Participant Package
    checkboxes 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.
  7. Select
    Selected Packages
    .
  8. Select the checkbox for each shareholder, partner, beneficiary, or participant whose package you want to print, then select
    OK
    to close the
    Print Options
    window.
  9. Select the checkboxes (
    Paper
    ,
    Electronic delivery
    , and/or
    FileCabinet CS
    , if licensed) to determine the destination of the printed package.
  10. Select
    Print
    or
    To Cabinet
    .
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