Printing K-1s for Partners

Forum|Forum|3 years ago
January 19, 2023
1 reply
10 views

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?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

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.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

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-proseries/idi-p/156162

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

F

fully_depreciated

Level 2

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?

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