Printing K-1 Packages

The Print Return Sections window allows you to print selected K-1 packages that are related to the open return to any print destination.

To print K-1 packages, do the following:

1. From an open return, select Print > Print Return Sections from the Application menu. If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding, or to continue the print process without calculating.

2. Do the following to select and configure your print options:
   1. Select the boxes beside K-1 Packages and/or the K-1 Packages sub-units on the navigation panel to select the items for print.
   2. Click K-1 Packages on the navigation panel to display the print options.

Note: The available items on the navigation panel can depend on any of the following:

• The return type
• The tax year
• Settings in the return or return configuration set

3. Select or enter the number of print copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.

4. Select a print destination. The print destination for K-1 packages of returns that the system recognizes as large must be PDF. See Sending Large Returns to Batch Manager for more information.

   Destination	Description
   Printer	Defaults to the printer configured in Printer Setup or your last selected printer. You can select another device from the list of installed printers, if needed.
   Document Imager	Available if Printer Setup contains a document imager driver configuration.
   PDF	Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.
   TIFF	Prints one copy to a Tagged Image File Format (TIFF) graphics electronic file.
   Printer and PDF	Creates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
   Printer and TIFF	Creates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.

5. If you are sending copies to a printer or document imager, you can select a print device.

6. Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited using Dashboard > Application Links > Firm > Settings and defaults > Print. You can enter other text, but it will not be saved in the watermarks list. The watermark you select or enter applies to all selected print items.

7. If you are creating a PDF or TIFF file (with or without printing to a printer), do one of the following:

   • Accept the default location and name, which can be the previously entered value or the default path.
   • Enter a file path, or click Browse to select the file location, and then enter the file name.

   When printing separate PDF or TIFF files, the system appends the specific partner/shareholder/beneficiary information to the end of the file name, according to the system default convention (<partner number> <last name, first name>), or the override entered in the Partner's PDF File Name Override field on the Partner Information worksheet.

   See Naming Print Files for the system default naming conventions and other important considerations.

8. Select one or more print options that may apply for the print item.

   Option	Description
   Print one statement per page	Prints statements one per page. This option is always available and affects all print sections selected.
   Create separate PDF/TIFF files (Always selected for large returns)	Allows you to create separate files. This option is available when more than one copy type is selected and PDF or TIFF, or Printer and PDF or TIFF is the print destination. If you are printing an entire return and want to print a separate K-1 package for each partner, you must select K-1 Packages on the navigation panel, Create separate PDF/TIFF files on the K-1 Packages Print window, and then click Print on the K-1 Packages Print window. You cannot print separate files for each partner from the Entire Return Print window.
   Password protect PDF	Allows you to enter an eight to twenty character password that secures printed PDFs. See About Print PDF Passwords for more information.
   Mask bank account, SSN and EIN	Converts bank account, SSN, and EIN numbers to asterisks for 2011 or later returns. Note: For tax years 2012 and higher, only the fields that are selected to mask on the Print Options return configuration set window will be converted to asterisks. If needed, verify the fields you want to mask are selected in the return configuration set.

9. Click Print or another command. Explain the print commands.

   Component	Description
   Print	Initiates the print process. For returns the system recognizes as large, see Printing Large Returns for more information. You can send tax return files to Engagement or Document when you initiate a PDF print process, provided you have the proper user option settings. Document also accepts TIFF files. See the following topics for more information: Sending Tax Return Files to CCH® ProSystem fx® Engagement Using the CCH Axcess™ Document Interface
   Preview	Displays the print items in a new window to preview or reorder the items for the current print job. You can also start the print process or open Correspondence Manager when correspondence-related items are selected on the Preview navigation panel.
   Cancel	Closes the window without saving settings.