New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

1. Choose File > Open Client to open the desired S Corporation client.
2. Choose View > Shareholder Information.
3. In the Shareholder Information window, choose Shareholder > Print Reports.
4. In the Print Reports dialog, click the Shareholder information report option.
5. To print the report to FileCabinet CS in addition to your printer, mark the FileCabinet CS checkbox if the checkbox is not already marked. This checkbox is only available if you are licensed for FileCabinet CS and have the application installed.
6. Click the Print button.

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