Beneficiary Information keyboard shortcuts

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Some of the commands most commonly used in beneficiary data entry, such as Add Beneficiary or Delete Beneficiary, are assigned shortcut keys, which allow you to quickly choose the command without first opening the drop-down menu.

Shortcut Function
CTRL+A Adds a new record in the Beneficiary tab into which you can enter new beneficiary information.
CTRL+C If a beneficiary is highlighted, copies beneficiary's information to the clipboard.
CTRL+D Deletes the beneficiary currently highlighted in the Beneficiary Name list in the Beneficiary Information window.
CTRL+F Opens the Find dialog where you can search for a specific beneficiary in the Beneficiary Name list.
CTRL+I Inserts a row above the row in the Beneficiary Name list in which the cursor is located and adds a new record in the Beneficiary tab where you can enter new beneficiary information.
CTRL+P Opens the Print Reports dialog.
CTRL+V Pastes contents of the clipboard into the row above the row in the Beneficiary Name list in which the cursor is located.
CTRL+X If a beneficiary is highlighted, cuts that beneficiary's information and moves that information to the clipboard.

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