Interim Closing Annualization toolbar (1065)

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

The Interim Closing Annualization window includes a special toolbar that you can use to enter annualization information.

Interim Closing Annualization toolbar
Button Function
Expand / Collapse Folders button

Expand / Collapse Folders [Annualization menu]: Expand and collapse the input screen folders in the Annualization spreadsheet.

Shortcut: CTRL+O

Launch Partner Data Entry button

Launch Partner Data Entry [Annualization menu]: Open Partner Data Entry.

Shortcut: CTRL+R

Cut button

Cut [Edit menu]: Cut the selected text. Use this button to cut data from a cell or to cut and paste data from one cell to another cell.

Shortcut: CTRL+X

Copy button

Copy [Edit menu]: Copy the selected text. Use this button to copy data from one cell to another cell.

Shortcut: CTRL+C

Paste button

Paste [Edit menu]: Paste the selected text. Use this button to paste data from the clipboard into a cell.

Shortcut: CTRL+V

Print Reports button

Print Reports [Annualization menu]: Open the Print Reports dialog to print the Annualization Information Report.

Shortcut: CTRL+P

Apply Percentage to Column button

Apply Percentage to Column [Edit menu]: Open the Apply Percentage dialog to have UltraTax CS apply a specified percentage to the total and enter the calculated amounts in the selected ownership period.

Shortcut: CTRL+A

Find button

Find [Edit menu]: Open the Find dialog to search for an item in the Interim Closing Annualization window.

Shortcut: CTRL+F

Edit Note button

Edit Note [Edit menu]: Open the Field Note/Tick dialog to add or edit a note for the current tab, to delete a note for the current tab, or to delete all interim closing annualization notes. A musical note to the left of the tab name indicates an attached note. You can attach one note to each application.

Help button

Help: Activate help. Click this button to open the help for the Interim Closing Annualization window.

The Did you know button button in the toolbar opens a topic with links to detailed reference information and procedures about 1065 interim closing annualization.

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