Creating K-1 Export Files Automatically

You can select to automatically export K-1 files when returns are calculated.

  1. Select User Options > Tax > Miscellaneous.
  2. Select Create K-1 export files each time return is calculated.

Note: If you do not use this procedure to create export files automatically each time business returns are calculated, you can do the following:

  • Select Import/Export > Export > K-1 Data > K-1 to Other Returns after a return has been calculated.
  • Select the option to create K-1 Export files automatically for a return using the Export Options section in the General > Return Options worksheet.