Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Printing K-1s for Partners

Jtax LLC
Level 3

Is there a way in Professional to print all partner's K-1s and the letter together? Or do you have to go in and pick each form you want to print and rearrange the client letter in there with them?

0 Cheers
3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

You can choose this in Print Selected Forms, and you'll get the federal K-1 with the letter collated for each, but it wont include the state K-1s, you have to manually add them. 

k1print.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
Level 15

You may want to add your vote for this enhancement over in the Idea Exchange


https://proconnect.intuit.com/community/proseries-tax-idea-exchange/schedule-k-1-package-needed-in-p...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers

I'm suffering from the same issue described above and wondering if there might be a possible work around.

Is it possible to insert a specific form into a client letter in proseries?

 

At present I know that letters can be formatted to insert a client's name, the date, the tax due, etc. If you could write a script that inserts the federal and state k1 forms, into the k1 recipient letter, the problem might be solved. Anyone think this is possible? 

0 Cheers