Beneficiary Information toolbar

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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 Beneficiary Information window includes a special toolbar that you can use when you enter beneficiary information.

Beneficiary Information toolbar

Button Function
Add button Adds a new record in the Beneficiary tab to enter new beneficiary information. Beneficiaries created with this command are added to the bottom of the list in the Beneficiary Name list.
Shortcut: CTRL+A
Insert button Adds a new record in the Beneficiary tab to enter new beneficiary information. Beneficiaries created with this command are inserted above the current beneficiary in the Beneficiary Name list.
Shortcut: CTRL+I
Delete button Deletes the current beneficiary highlighted in the Beneficiary Name list.
Shortcut: CTRL+D
Move Beneficiary Up button Moves the highlighted beneficiary up one row in the Beneficiary Name list.
Shortcut: CTRL+U
Move Beneficiary Down button Moves the highlighted beneficiary down one row in the Beneficiary Name list.
Shortcut: CTRL+N
Cut button Cuts the selected beneficiary information.
Shortcut: CTRL+X
Copy button Copies the selected beneficiary information. Use this button to copy a beneficiary's information from one cell to another.
Shortcut: CTRL+C
Paste button Pastes the selected beneficiary information.
Shortcut: CTRL+V
Find button Opens the Find dialog to search for a specific beneficiary in the Beneficiary Name list.
Shortcut: CTRL+F
Field Note button Opens the Field Note / Tick dialog to enter a note that pertains to the beneficiary currently highlighted in the Beneficiary Name list. Attached notes are indicated by a musical note next to the beneficiary's name.
Print Beneficiary Reports button Opens the Print Reports dialog to print beneficiary reports.
Shortcut: CTRL+P
Sorts button Opens the Sort Beneficiaries dialog to sort the beneficiaries listed in the Beneficiary Name list by the beneficiaries' first names or by the selected column in either ascending or descending order.
Help button Opens the help. Click this button to open the topic for the current window in Beneficiary Information.

Tip: To open the Beneficiary Information window, click the Beneficiary Information Beneficiary Information button button, press CTRL+R, or click  the Bene link on Screen Allocate or on any state Gen screen with a 1041 client's return open.

Share This