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
    • Email PDF
    • PDF to file
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