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Send a K1 package to FileCabinet CS

You can send a shareholder, partner, or beneficiary K1 package to the 1040 recipient's drawer in 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

  1. Select
    Setup
    ,
    [Entity]
    , then
    Federal
    .
  2. Select the
    Tax return
     button.
  3. Select the
    Preparer
     tab.
  4. Enter
    package
     in the search field, then select
    Next
    .
  5. Find the Shareholder package, Partner package, or Beneficiary package in the list and make sure it is set to print
    As required
  6. Select
    OK
     twice.
  7. Select
    Setup
    , then
    Office Configuration
    .
  8. 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.
  9. Select
    Done
    .
  10. Select
    File
    , then
    Open Client
     to open the client's return.
  11. Select
    File
    , then
    Print Returns
    .
  12. Select the data location from the FileCabinet CS dropdown list in the Print destinations group box.
  13. Select
    Options
    , then select
    Selected Pages
     to select to send only the package to FileCabinet CS.
  14. Select
    OK
    .
  15. Select the
    Preparer copy
     checkbox, clear the
    Paper
     and
    PDF to file
     checkboxes if selected, and select the corresponding
    FileCabinet CS
     checkbox.
  16. Select
    To Cabinet
    .
  17. Select
    OK
     in the FileCabinet CS Documents window to send the selected files to FileCabinet CS.
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