Creating a 1065 Partnership Return

Creating a Partnership Return

1. Select the Business Returns Tab, and then Add New. 
2. Enter the EIN,  then confirm, select 1065, and click OK.
   

   

3. Complete the Income Statement​.
4. Complete the Balance Sheet​.
5. Complete any additional Forms and Schedules​.
6. Add a state return, if applicable.
7. Verify for errors​.
8. Print/Electronically and store the return.
9. Queue the completed return.
10. Navigate to the 1040 Returns Tab & Transmit