Partner Data Entry > Print Reports dialog

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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.

Use this dialog to print various partner reports.

To open the Print Reports dialog, choose File > Print Reports from any of the Partner Data Entry windows.

Fields & buttons

Print where group box

Mark this checkbox to print paper copies of the selected report or to print to the UltraTax CS Spool.

Unless you print to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, click the Printer button.

This checkbox is enabled only if you are licensed for and have installed FileCabinet CS. Mark this checkbox to store a copy of the selected report in FileCabinet CS.

If you mark only the FileCabinet CS checkbox, and not the Printer checkbox, the Print button becomes the To Cabinet button. Click the To Cabinet button to print the selected report only to FileCabinet CS.

Print what group box

Click this option to print a report of the partner names and addresses.

Note: When you click this option, the Sort field is enabled.

Use the drop-down list for this field to select how the partners are sorted on the Partner List report.

Note: This field is enabled only if you click the Partner list option.

Click this option to print a report that details the partner information from the Partner, Federal, and state tabs in the Partner Information window for this client.

Note: When you click this option, the Print blank report and Include state information checkboxes are enabled.

Mark this checkbox to print a blank Partner Information report.

Note: This checkbox is enabled only if you click the Partner information option.

Mark this checkbox to include state-specific information in the Partner Information report.

Note: This checkbox is enabled only if you click the Partner information option.

Click this option to print a report that details the information that appears in the allocation grid in the Allocations window. By default, UltraTax CS includes all specially allocated columns and associated allocated amounts in the Allocation Information report. Click the Options button to select specific allocations and other Allocation Information report options.

Click this option to print a report that details the input screen fields where custom allocations are used, sorted by custom allocation name.

Click this option to print a report that details which state partner allocations are allocated using a US allocation method, sorted by federal screen and then federal allocation.

Note: This report is enabled only if you have a state application attached to the client.

Click this option to print a report that details the partners' prorated percentage calculations.

Note: When you click this option, the Continuous checkbox is enabled.

Mark this checkbox to print continuous partner prorated percentage calculations on a page. If you do not mark this checkbox, information for each partner prints on a separate page.

Note: This checkbox is enabled only if you click the Prorated percentage computation option.

Click this option to print a report that details the partners' transfers of capital and fair market value computations.

Note: When you click this option, the Continuous checkbox is enabled.

Mark this checkbox to print continuous partner transfers of capital calculations on a page. If you do not mark this checkbox, information for each partner prints on a separate page.

Note: This checkbox is enabled only if you click the Transfers of capital computation option.

Other fields & buttons

After you select the desired report in the Print what group box, click this button to select the partners that you want to include on the report. By default, UltraTax CS includes all partners.

Note: This button is not enabled if you click the Custom allocation schemes or Defaulting allocation schemes options.

After you click the Allocation information option in the Print what group box, click this button to include only specific allocations and to set other Allocation Information report options. By default, UltraTax CS includes all specially allocated items and allocated amounts.

Note: This button is enabled only if you click the Allocation information option.

Enter the number of copies of the report you want to print, or use the up and down arrows to change the number in this field.

After you select the desired report in the Print what group box, click this button to preview the report on screen before you print the report.

After you select the desired report in the Print what group box, click this button to print the report to a printer and/or to FileCabinet CS. Note that you must have FileCabinet CS installed on your computer to use the To Cabinet print feature.


Related topic: Printing partner information reports

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