2018 UltraTax CS
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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.
Use the Beneficiary Information window to enter beneficiary data. The beneficiaries you add appear in the Beneficiary Name list to the left of this window.
To open the Beneficiary Information window, click the Beneficiary Information 
button.
Components of this window
Beneficiary Information toolbar
Note: The Excel Export/Import utility allows you to quickly and efficiently import and export beneficiary information to and from UltraTax/1041 and a Microsoft Excel workbook.
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