Shareholder spreadsheet

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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.

The Shareholder spreadsheet displays the total as well as each shareholder's pro-rata share of beginning-of-year shares, ownership percentage, shareholder health insurance, distributions, deemed dividends, loan repayments, beginning-of-year stock basis, and beginning-of-year loan basis.

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