Sending shareholder K-1 packages by email (1120)

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You can use FileCabinet CS or FileDrawer to email shareholder Schedule K-1 packages.

To do so, complete the following steps.

  1. In UltraTax CS, choose Setup > Office Configuration.
  2. Click the FileCabinet CS tab.

    Note: If there is no FileCabinet CS tab on the Office Configuration window, you must select the FileCabinet CS option in the Document management drop-down list on the Onvio tab.

  3. Verify the Print K1 packages to separate folder in FileCabinet CS checkbox is marked, and then click Done.

    Notes

    • This option is selected by default.
    • This option is not available for GoFileRoom.
    • If you are not licensed for FileCabinet CS, this option is available for FileDrawer.
  4. Choose File > Open Client and open the desired 1120 client's return.
  5. Choose File > Print Returns to open the Print Returns dialog.
  6. Mark the Preparer copy checkbox, clear the Paper and PDF to file checkboxes if marked, and then mark the corresponding FileCabinet CS checkbox.
  7. Click the To Cabinet button to send the open client’s return and the associated K-1 packages to FileCabinet CS.
  8. Click OK in the FileCabinet CS Documents dialog that opens.
  9. In UltraTax CS, choose File > Email Schedule K-1 Packages.
  10. In the Email K1 Packages dialog, do one of the following.
    1. To send a shareholder's Schedule K-1 package to the individual shareholder, enter the shareholder's email address if you did not already do so in View > Shareholder Information. You do not need to enter the recipient's name in the email greeting because UltraTax CS uses the salutation entered in the View > Shareholder Information > Other Info tab.
    2. To send all Schedule K-1 packages in one email to a single email address, mark the Send to Tax Matters Person (TMP) rather than selected K-1 recipients option. UltraTax CS uses the email address listed in Screen Contact in the General folder. You do not need to enter the TMP's name in the email greeting because UltraTax CS uses the salutation entered in Screen Letter in the General folder.
  11. If desired, select a recipient for a blind copy of the email message.
  12. If desired, modify the document name or select a different password from the view attached to the Password field.
  13. Click OK to send the email.

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