Contributor Information toolbar (990)

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Contributor Information window includes a special toolbar that you can use when you enter contributor information.

Contributor Information toolbar

Button Function
Add button Adds a new record in the Contributor Information tab to enter new contributor information. Contributors created with this command are added to the bottom of the list in the Contributor spreadsheet.
Shortcut: CTRL+A
Insert button Adds a new record in the Contributor Information tab to enter new contributor information. Contributors created with this command are inserted above the current contributor in the Contributor spreadsheet.
Shortcut: CTRL+I
Delete button Deletes the current contributor highlighted in the Contributor spreadsheet.
Shortcut: CTRL+D
Move Beneficiary Up button Moves the highlighted contributor up one row in the Contributor spreadsheet.
Shortcut: CTRL+U
Move Beneficiary Down button Moves the highlighted contributor down one row in the Contributor spreadsheet.
Shortcut: CTRL+N
Cut button Cuts the selected contributor's information.
Shortcut: CTRL+X
Copy button Copies the selected contributor's information. Use this button to copy a contributor's information from one cell to another.
Shortcut: CTRL+C
Paste button Pastes the selected contributor's information.
Shortcut: CTRL+V
Find button Opens the Find dialog to search for a specific contributor in the Contributor spreadsheet.
Shortcut: CTRL+F
Field Note button Opens the Field Note / Tick dialog to enter a note that pertains to the highlighted contributor in the Contributor spreadsheet. A musical note next to the contributor's name indicates an attached note.
Print Beneficiary Reports button Opens the Print Reports dialog to print contributor reports.
Shortcut: CTRL+P
Help button Opens the help. Click this button to open the topic for the current window in Contributor Information.

Tip: To open the Contributor Information window in a 990 client's return, click the Contributor / Officer Beneficiary Information button button and select Contributor Information, or choose View > Contributor / Officer Information > Contributor Information.

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