Printing a shareholder information report

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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 Client 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.
  5. To print the report to FileCabinet CS in addition to your printer, mark the FileCabinet CS checkbox if the checkbox is not already marked. This checkbox is only available if you are licensed for FileCabinet CS and have the application installed.
  6. Click the Print button.

Note: To print the report detailing the state-specific shareholder information, mark the Include state information checkbox.

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