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

Partnership Print Order for K-1s and Basis Statements

cancel
Showing results for 
Search instead for 
Did you mean: 

Partnership Print Order for K-1s and Basis Statements

pconradcpa

When printing a partnership return, Proseries currently prints all the K-1s together, and then prints all the Basis Statements together.  Like this: K-1 Partner #1, K-1 Partner #2, K-1 Partner #3, etc, followed by Basis Statement Partner #1, Basis Statement Partner #2, Basis Statement Partner #3, etc.  This causes a lot of manual collating before sending the K-1s and Basis Statements out to the clients.

(Okay, for 3 partners its not a lot of time, but I have a partnership with 200+ partners, and it takes a large number of hours to manually collate the K-1s and the Basis Statements together before sending them out to the partners).

Suggestion:  When printing a partnership return, give us the option to collate the K-1s and the Basis Statements.  Like this: K-1 Partner #1, Basis Statement Partner #1, K-1 Partner #2, Basis Statement Partner #2, K-1 Partner #3, Basis Statement Partner #3, etc.

This would make it so much easier to give each partner their K-1 and Basis Statement together, without doing a lot of manual collating.

Thanks!

Thanks for the idea to give the option to collate the K-1s and the Basis Statements.  . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
3 Comments
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to give the option to collate the K-1s and the Basis Statements.  . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

parkcpa1
New Member

Please please please allow, when printing K-1s and cover letters, the basis statement to print after each K-1.  I have to print 100+ K-1s with cover letters, then separately print 100+ basis statements, and then merge each one into the K-1s to send to partners.  It is terrible process.

Annette1
Level 2

Honestly, we have to vote on something this basic?  I think every other tax software has it.  But anyway, YES, I vote YES!

Post comment