Follow these steps to change the Schedule K-1 distribution options for all clients:
- From the Settings menu, select Options.
- Go to the Tax Return tab.
- Scroll down to the K-1 Distribution Options section.
- Adjust each option as desired.
- This will be the default for all clients.
Follow these steps to change the Schedule K-1 distribution options for one client:
- Go to Screen 9, Schedule K-1 Distribution Options.
- Adjust each option as desired for this client.