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