Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Batch Print K-1's in a 1065 return

cancel
Showing results for 
Search instead for 
Did you mean: 

Batch Print K-1's in a 1065 return

User11

For Partnership returns with multiple partners and states, it would be helpful to be able to print all Partners FED and State K-1's all at once

Beginning with ProSeriesTax 2024, you can now conveniently print the entire K1 for multiple partners with multiple states in just one click and save yourself from the time consuming task of printing and merging individual K-1 copies. Or, make the process even smoother by selecting specific partners. This new feature is ideal for preparers who frequently handle a lot of K1 packages for clients. 

Follow the steps below to print the K-1 package

  1. Within a client file, select File >
  2. Select Print Selected Forms
  3. Select K-1s Only
  4. Select Choose Partners to print the K-1 for specific partners
  5. Select Include States to print the state K-1 equivalent with the K-1 package

    See What's new with ProSeries for more. 
Status: Implemented
Vote now if this is a good idea
8 Comments
jennisbsvb
Level 3

Yes, PLEASE! This would be a great enhancement. It would also be nice to be able to select which K1's you need to print instead of all printing

bigz
Level 2

Yes.

Clients are requesting that we provide individual partner "PDF sets" of K-1s (Federal, State, State, etc.) so that they can forward them to partners. At the moment, for a partnership filing in two states with ten partners I have print 30 separate K-1 pdf files and then collate them into ten partner files to do this.

thank you.

 

Stuart zimmermann

 

 

 

Lord Happy
Level 5

Happy day...similar thoughts...I end up printing everything to paper, then stack and scan.  It would be nice if the Print K1 feature included the states with the fed and grouped them by partner/shareholder.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thank you for your comments and votes! 

KJF1031
Level 2

This needs to happen ASAP. I don't know how Intuit does not offer this. 

 

I have partnerships with 30 partners, 5 states and sit here and waste hours printing K-1's to deliver to each partner. Then if there is a change we have to redo it again. 

 

It is 2022 get with the times Intuit.

taxjay
Level 1

Hey CPA's and tax preparers, please get on board and vote to get Proseries support this basic function pf patch printing  K1's

 

Other software does allow this printing feature and Proseries, who keeps increasing the costs each year is lagging behind in this simple feature.

 

Please call your sales guy, vote, twitter and all over to get these guys to pay attention to our basic needs.

 

Jay

IntuitGabi
Community Manager
Community Manager
Status changed to: Under review

Thank you for the votes and comments. This experience is being looked at and is Under Review.
Related idea: Schedule K-1 Package needed in Proseries 

IntuitGabi
Community Manager
Community Manager
Status changed to: Implemented

Beginning with ProSeriesTax 2024, you can now conveniently print the entire K1 for multiple partners with multiple states in just one click and save yourself from the time consuming task of printing and merging individual K-1 copies. Or, make the process even smoother by selecting specific partners. This new feature is ideal for preparers who frequently handle a lot of K1 packages for clients. 

Follow the steps below to print the K-1 package

  1. Within a client file, select File >
  2. Select Print Selected Forms
  3. Select K-1s Only
  4. Select Choose Partners to print the K-1 for specific partners
  5. Select Include States to print the state K-1 equivalent with the K-1 package

    See What's new with ProSeries for more. 
Post comment