Create and deliver PDFs of K1 recipient and participant statements

When you create a PDF copy of a client's 1120, 1065, or 1041 tax return, UltraTax CS creates a separate PDF file for each shareholder, partner, participant, or beneficiary package.
  1. Select
    File
    , then
    Print Returns
    .
  2. Mark the
    Client copy
    and
    Electronic delivery
    checkboxes.
  3. Select a delivery type:
    • Web
      note
      When you send business returns to web portals, the K1 recipient PDF or participant statement PDF goes to the corresponding recipient's or participant's portal in the My Tax Documents section if they're an existing client.
    • Email PDF
    • PDF to file

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