1065-US: Using a custom allocation scheme (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit 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.

A custom allocation scheme is a percentage or unit allocation that you enter once and then save so that the allocation scheme is available for re-use.

To add a custom allocation

  1. Click the Ptr Alloc button to open the Special Allocation of dialog.
  2. Mark the Specially allocate checkbox, and click the Percentage or Units option.
  3. Enter the detail of the partner allocation.
  4. Mark the Custom checkbox and enter a unique title to save the information.

To re-use a previously defined custom allocation on a single amount

  1. Click the Ptr Alloc button to open the Special Allocation of dialog.
  2. Mark the Specially allocate checkbox, and click the Percentage or Units option.
  3. Mark the Custom checkbox and select the custom allocation title from the drop-down list.

To re-use a previously defined custom allocation on multiple amounts

  1. Choose View > Partner Information.
  2. Click the Allocations button and then select Tasks > Apply Custom Allocation from the menu bar.
  3. Select the desired custom allocation scheme in the Custom allocation to apply field.
  4. Mark the various values to which you want to apply the designated custom allocation.

    Note: If you mark a product, activity, or screen markbox, all values nested under the selection will also mark.

  5. Click OK close the Apply Custom Allocation dialog and assign the selected custom allocations to the marked values.

To modify a previously defined custom allocation scheme

  1. Choose View > Partner Information.
  2. Click the Allocations button and select Custom Allocations from the drop-down list on the Allocations barge.
  3. Select the appropriate custom allocation scheme and make the necessary changes.

Related topic: Allocating partnership items to partners FAQs

Share This