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Send K-1 packages from UltraTax CS to Onvio Client Center

Follow these steps to send a client’s K-1 package to Onvio Client Center from UltraTax CS and share it with shareholders, partners, and/or beneficiaries.
We only recommend the following process if the shareholder, partner, or beneficiary is not a 1040 client in UltraTax CS. If they are one of your clients, we recommend sending the K-1 packages to Onvio Documents and sharing it to Onvio Client Center.

Print and transmit the client copy of the return in UltraTax CS

  1. With the client's return open in UltraTax CS, select
    File
    , then
    Print Returns
    .
  2. Send the client copy of the return to the Onvio Client Center by marking the
    Client copy
     checkbox, then mark
    Electronic delivery
     and select the
    Web
     option.
  3. Select the
    Assemble
     button.
  4. After the tax returns are assembled, you need to transmit them using CS Connect. Select the
    CS Connect
     button on the UltraTax CS toolbar.
  5. In the
    Options
     tab, set the
    Web Delivery: Transmit returns
     switch to
    Yes
    .
  6. Select the
    Web Delivery
     tab. Use this tab to select the clients to whom you want to transmit tax returns.
  7. Select the
    Connect
     button to transmit the tax returns.

Create shareholder relationships in Onvio

This is a one-time setup only. If you've already completed this setup, you can skip to the next section.
  1. In Onvio, select
    Setup
    ,
    Clients
    , then select the
    Edit
     button next to the business client ID.
  2. Select the
    Relationships
     tab, select
    Add
     and select
    Shareholder
     or
    Partner
     as the relationship.
  3. Enter the Shareholder or Partners information.
  4. Select
    Save
    , then select the
    Client Center Access
     tab.
  5. Enable
    Client Center Access
     for the Shareholder or Partnership, then select
    Save
    .
  6. Repeat the previous steps for each shareholder.

Set up folders and select documents

  1. Select
    Documents
    , then
    Client Documents
    .
  2. Select the Client ID of the business client.
  3. Select the
    Add folder
     and add a new folder named K-1 Packages. You don’t need to select a Template.
  4. Within the
    K-1 Packages
     folder, create subfolders for each shareholder’s K-1 package.
  5. Go to the
    Tax Return
    , then
    Client Documents
     folder for the selected client, mark the checkbox for the shareholder's K-1 package, select
    Manage
    , then
    Copy
    .
  6. Select the
    <
     icon for the Client Documents folder, then select the
    <
     icon for the
    Tax Return
     folder.
  7. Double-click the K-1 Packages folder, double-click the shareholder folder you created, then select
    Copy
    .
  8. Repeat steps 5 - 7 for each shareholder with whom you want share the K-1 package.

Share the K-1 package

Follow these steps for each shareholder with whom you want to share a K-1 package.
  1. Go to the
    K-1 Packages
     folder and mark the checkbox for the shareholder's folder.
  2. Select
    Manage
    , then
    Share
     Folder.
  3. Select a role for the shareholder, then select
    Share
    .
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