Contributor Information menu (990)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

The menu bar at the top of the Contributor Information window provides drop-down menus from which you can choose commands to perform various contributor data-entry tasks. The following table summarizes the commands available in these menus.

Menu Function
People Add, insert, delete, and move up or move down contributors. Also, print contributor reports and close the Contributor Information window to return to the current input screen or form.
Edit Perform tasks related to contributor data entry: cut, copy, and paste contributors; enter contributor notes; open the Find dialog in which you can search for a specific contributor; and use the built-in calculator.
Help Open the Help & How-To Center to find answers to your UltraTax CS questions, and view current license information.

Tips

  • To open a menu without using the mouse, press ALT and the underlined letter in the menu name. For example, pressing ALT+P opens the People menu.
  • Once a menu is open, press the underlined letter in the command name to select a command. For example, when the People menu is open, press A to add a blank record in the Contributor Information tab where you can enter data for a new contributor.
  • Many frequently used menu commands, such as Add Contributor, are assigned shortcut keys that allow you to choose the command without opening the drop-down menu first. For example, when the People menu is not open, press CTRL+A to add a blank record in the Contributor Information tab where you can enter data for a new contributor. When available, shortcut keys are listed next to the commands in the drop-down menu.

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