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Send K1 packages from UltraTax CS to Onvio Documents

You can send shareholder, partner, or beneficiary K1 packages to Onvio Documents. To send the K1 package to Client Documents in Onvio:
  • The recipient's 1040 return needs to already exist in UltraTax CS for the same processing year.
  • The recipient's 1040 return needs to already have a SSN entered and it matches the SSN entered on the following applicable returns:
    • 1120S: SSNs entered under
      View
      , then
      Shareholder Information
      .
    • 1065: SSNs entered under
      View
      , then
      Partner Information
      .
    • 1041: SSNs entered on the
      Bene
       screen.

Setup in UltraTax CS

Before you can send K1 packages to Onvio Documents, verify the following in UltraTax CS.
  1. Select
    Setup
    , then the entity (1041, 1120, or 1065).
  2. Select the
    Tax Return
     button.
  3. Select the
    Preparer
     tab.
  4. Enter "package" in the search field and 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 the
    Onvio
     tab.
  9. Mark the
    Print K1 packages to Onvio Documents if the K1 recipient is also an UltraTax CS client
     checkbox.
  10. Verify the Integrated applications are set to Onvio Documents and Onvio Client Center.
  11. Select
    Done
    .

Send to Onvio

To send a K1 package to Onvio Documents, complete the following steps.
  1. Open the 1120S, 1065, or 1041 client.
  2. Select
    File
    , then
    Print Returns
    .
  3. Select the
    Preparer
     copy, then mark
    Onvio Documents
    .
  4. If you only want to print the K1 packages and not the return:
    1. Select the
      Options
       button.
    2. On the
      Selected Returns
       tab, select
      Unmark All
      .
    3. Go to the
      Selected Packages
       tab, then mark any K1 packages you want to send to Onvio Documents.
    4. Select
      OK
      .
  5. Select
    To Onvio
     or
    Print
    .
  6. If you have Onvio Link installed: Starting with UltraTax CS 2020, a window will appear to verify the documents you're sending to Onvio and you'll have the option to rename the document name. This can help prevent overriding any documents you previously sent to Onvio. Once verified, select the
    Send
     button.
  7. Select
    OK
     to continue.
Once complete, the K1 package will be available in Onvio Center, Documents, Client Documents, the individual 1040 client's folder, the Tax Return folder (from the year of UltraTax CS you sent it from), then Preparer Documents folder. If you sent the tax return with the K1 package (you skipped step 4), the tax return will appear in the same path, but in the business client's folder instead of the individual's.
If you want to share any of these documents with your client, you can create shared folders within Onvio so that they can view them from the Onvio Client Center.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation, 1065 Partnership

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