You can send a shareholder, partner, or beneficiary K1 package to the 1040 recipient's drawer in FileCabinet CS.

To ensure that the package is sent to the 1040 recipient's drawer, verify the following:

• The recipient's 1040 return exists in the current processing year of UltraTax CS.
• The recipient's Social Security Number (SSN) matches the SSN entered in the following locations.
  • 1120S: View > Shareholder Information
  • 1065: View > Partnership Information
  • 1041: View > Beneficiary Information

To send a package to FileCabinet CS, complete the following steps.

1. Choose Setup > [Entity] > Federal tab.
2. Click the Tax return button.
3. Select the Preparer tab.
4. Enter "package" in the search field and click Next.
5. Find Shareholder package, Partner package, or Beneficiary package in the list and make sure it is set to print As required. Show me.
6. Click OK twice.
7. Choose Setup > Office Configuration.
8. Click the FileCabinet CS tab and verify that the Print K1 packages to FileCabinet CS drawer if the K1 recipient is also an UltraTax CS client checkbox is marked.
9. Click Done.
10. Choose File > Open Client to open the desired client's return.
11. Chose File > Print Returns. 
12. Select the appropriate data location from the FileCabinet CS drop-down list in the Print destinations group box.
13. Click the Options button, and then click the Selected Pages tab to choose to send only the package to FileCabinet CS. Show me.
14. Click OK.
15. Mark the Preparer copy checkbox, clear the Paper and PDF to file checkboxes (if marked), and mark the corresponding FileCabinet CS checkbox.
16. Click To Cabinet.

    Note: If you select an additional copy of the return, the To Cabinet button will change to Print.

17. Click OK in the FileCabinet CS Documents dialog to send the selected files to FileCabinet CS.

Related topic: Printing only the shareholder, partner, beneficiary, or participant package

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