1065-US ELF: Worksheets that are not included in the partnership return electronic file (FAQ)

Alerts and notices

Question

Which UltraTax/1065 worksheets are not included in the partnership return electronic file?

Answer

The following worksheets and reports are available in UltraTax/1065 but are not included in the partnership return electronic file. The worksheets and reports are not included because either the worksheets and reports are filed separately from Form 1065 or 8865, the worksheets and reports are nonsubmittable and are provided only to explain calculations or are a summary of data, or the IRS has not yet released updated schemas.

  • Adjusted Total Assets Worksheet
  • Analysis of Partner's K-1, Current Year Increase (Decrease) Worksheet
  • Bank Account Verification
  • Cost of Goods Sold Worksheet (Form 8865)
  • Credit for Small Employer Health Insurance Premium Optimization
  • Credit for Small Employer Health Insurance Premium Worksheet
  • Domestic Production Activities Deduction Worksheet
  • Election Report
  • Farm Rental Income and Expenses Worksheet
  • FinCEN Form 114, Report of Foreign Bank and Financial Accounts Worksheet
  • Long-Term Transactions Reported Directly on Schedule D
  • Partner's Basis Worksheet
  • Partner's Section 1446 Withholding Tax Computation
  • Partner's Qualified Business Income Worksheet
  • Partner's Section 1446 Withholding Tax Computation
  • Partnership Self-Employment Worksheet
  • Reconciliation of Partners' Basis Worksheet
  • Reconciliation of Partners' Capital Accounts Worksheet
  • Rent and Royalty Schedule
  • Return Summary
  • Schedule K-1 Percentages Summary Worksheet
  • Schedule K-1 Summary Worksheet
  • Schedules L, M-1, & M-2 Worksheet
  • Short-Term Transactions Reported Directly on Schedule D
  • Summary of Shareholder's Income from Foreign Corporation (Form 5471)
  • Tax Projection Worksheet - Qualified Business Income
  • Tax Return History Report
  • Transfers of Partnership Capital Worksheet
  • Two Year Comparison Worksheet

Related topic: 1065-US ELF: Electronic filing FAQs