Contributor Information toolbar (990)

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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 Contributor Information window includes a special toolbar that you can use when you enter contributor information.

Contributor Information toolbar

Button Function
Add button Adds a new record in the Contributor Information tab to enter new contributor information. Contributors created with this command are added to the bottom of the list in the Contributor spreadsheet.
Shortcut: CTRL+A
Insert button Adds a new record in the Contributor Information tab to enter new contributor information. Contributors created with this command are inserted above the current contributor in the Contributor spreadsheet.
Shortcut: CTRL+I
Delete button Deletes the current contributor highlighted in the Contributor spreadsheet.
Shortcut: CTRL+D
Move Beneficiary Up button Moves the highlighted contributor up one row in the Contributor spreadsheet.
Shortcut: CTRL+U
Move Beneficiary Down button Moves the highlighted contributor down one row in the Contributor spreadsheet.
Shortcut: CTRL+N
Cut button Cuts the selected contributor's information.
Shortcut: CTRL+X
Copy button Copies the selected contributor's information. Use this button to copy a contributor's information from one cell to another.
Shortcut: CTRL+C
Paste button Pastes the selected contributor's information.
Shortcut: CTRL+V
Find button Opens the Find dialog to search for a specific contributor in the Contributor spreadsheet.
Shortcut: CTRL+F
Field Note button Opens the Field Note / Tick dialog to enter a note that pertains to the highlighted contributor in the Contributor spreadsheet. A musical note next to the contributor's name indicates an attached note.
Print Beneficiary Reports button Opens the Print Reports dialog to print contributor reports.
Shortcut: CTRL+P
Help button Opens the help. Click this button to open the topic for the current window in Contributor Information.

Tip: To open the Contributor Information window in a 990 client's return, click the Contributor / Officer Beneficiary Information button button and select Contributor Information, or choose View > Contributor / Officer Information > Contributor Information.

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