Printing the K-1 Package in Lacerte

Table of contents:

How do I print the Schedule K-1, K-1 slip sheet, and K-1 letter for each partner, shareholder, or beneficiary?

The Schedule K-1, K-1 slip sheet, and K-1 letter can be printed for each partner, shareholder, or beneficiary separately from the return.

Solution #1 - To set a global option for printing Schedule K-1:

1. Click on Settings.
2. Click on Options.
3. Select the Items to Print tab.
4. Locate the Copy section from the top left navigation panel.
5. Click on Addtl K-1 Package.
6. Check all applicable boxes.
7. Click OK to save changes.
8. Click on the Clients tab (to view the list of your clients).
9. Highlight the returns you want to print.
10. Click on Print.
11. Click on Tax Return.
12. Locate the Return section.
13. Select K-1 package only.
14. Select the applicable print to option under the Return Options section.
    • Printer
    • File (PDF)
    • Email (PDF)
    • DMS (if applicable)
15. Enter the number of Copies to print.
16. Click OK.

Back to Table of Contents

Solution #2- For a one time print of the Schedule K-1 for specific partners, shareholders, or beneficiaries:

1. Click on the Clients tab (to view the list of your clients).
2. Highlight the returns you want to print.
3. Click on Print.
4. Click on Tax Return.
5. Locate the Return section.
6. Select Partial Return.
7. Click the Sch K-1 folder.
8. Select the applicable print to option under the Return Options section.
   • Printer
   • File (PDF)
   • Email (PDF)
   • DMS (if applicable
9. Enter the number of Copies to print.
10. Click OK

Back to Table of Contents

How do I print existing appointments in Lacerte?

1. Click on Tools.
2. Click on Appointments.
3. Click on the tab for the list of appointments you would like to print:
   • Day
   • Week
   • Month
   • Client
   • All Preparers 
     • Note: If you would like to include the client phone numbers on the report, select the Day or All Preparers tab. The Month tab will print only the total number of appointments for each day of the month selected.
4. Select the Preparer or All Preparers from the drop down menu. 
5. Click on File.
6. Select Print Current Page or Print All Appointments.
   • The Print Current Page will print the appointments listed in the current Day, Week or Month tab selected.
   • The Print All Appointments will print all appointments, including recurring appointments if applicable, but will not include the clients phone number.

Back to Table of Contents