Printing blank shareholder information windows

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

  1. Choose File > Open to open the desired S Corporation client.
  2. Choose View > Shareholder Information.
  3. In the Shareholder Information window, choose Shareholder > Print Reports.
  4. In the Print Reports dialog, click the Shareholder information report option, and then mark the Print blank report checkbox.
  5. Click the Print button.

Note: To print a blank state-specific report, mark the Print blank report and Include state information checkboxes.

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