Sending Schedule K-1 packages by email (1065)

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Use this procedure to email Schedule K-1 packages directly to the partners or to the tax matters person (TMP).

To email Schedule K-1 packages, the packages must have already been printed to a separate folder in FileCabinet CS or File Drawer.

To choose to print the Schedule K-1 packages to a separate folder in FileCabinet CS, choose Setup > Office Configuration, click the FileCabinet CS tab, and mark the Print K1 packages to separate folder in FileCabinet CS option. For information on how to print only the Schedule K-1 packages to FileCabinet CS, see Printing only the shareholder, partner, beneficiary, or participant package.

Notes

  • This option must be marked before printing the partner packages.
  • 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.
  1. With the UltraTax/1065 client open, choose File > Email Schedule K-1 Packages.
  2. In the Email K1 Packages dialog, you can do the following:
    • Select to send the packages to the Tax Matters Person. If this field is blank, UltraTax CS will send the email directly to the selected partners.
    • Select how the password should be referred to in the email greeting text.
    • Select who should receive a blind carbon copy (bcc) of the email.
    • Select the specific partner package(s) you want to email.

      Note: Click the heading of the partner selection column to toggle select all / unselect all packages.

    • Modify the email where the Schedule K-1 packages will be sent.

      Note: UltraTax CS automatically transfers the email address entered in the Schedule K-1 recipient's Email Address field to the Email address field on the Partner tab in Partner Data Entry, and the email address entered in the Email address field on the Partner tab in Partner Data Entry to the Schedule K-1 recipient's Email Address field.

    • Modify the document name, or select / force a different password, from the UltraTax CS default.
  3. Click OK.

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