Partner Data Entry overview

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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.

Partner Data Entry consists of four windows that provide information about the partners, their interest in the partnership, their ownership in the partnership, and transfers of partners' capital. Click the buttons at the top of Partner Data Entry to open the appropriate window.

To open Partner Data Entry, click the Partner Information Partner Information button button, choose View > Partner Information, or press CTRL+R.

Components of this window

Partner Data Entry menu

Partner Data Entry toolbar

Partner Information window

Allocations window

Changes of Ownership window

Transfers of Capital window

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