Partner Data Entry > Select Allocations dialog

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Use this dialog to select various options for the Allocation Information report.

To open the Select Allocations dialog, choose File > Print Reports from any of the Partner Data Entry windows, click the Allocation information option in the Print what group box, and click the Options button.

Note: The Options button is enabled only if you click the Allocation information option in the Print what group box in the Print Reports dialog.

Fields & buttons

Mark or clear the checkboxes in this list to indicate the specific allocations you want to include in the Allocation Information report.

Click these buttons to either mark or clear all items in the list for printing.

  • Mark Federal button: Click this button to mark only the federal allocations and to clear all state allocations.
  • Mark State button: Click this button to mark only the state allocations and to clear all federal allocations.
  • Unmark All / Mark All button: Click this button to clear or mark all allocations. This button changes based on the current selection.

Options group box

By default, UltraTax CS includes both the allocation scheme and the allocated amount of all specially allocated items in the Allocation Information report. Clear the Allocation or the Allocated amount checkbox to exclude this information from the Allocation Information report.

Note: You must mark either the Allocation or the Allocated amount checkbox.

Mark one or more of the allocation scheme checkboxes to include the corresponding allocation scheme in the Allocation Information report.

Example: To include only absolute dollar allocation schemes in the report, clear all of the allocation scheme checkboxes, except the Absolute dollar checkbox.

Note: You must mark at least one of the allocation scheme checkboxes.

By default, UltraTax CS includes only specially allocated items in the Allocation Information report. Clear this checkbox to include all allocations with amounts in the Allocation Information report. UltraTax CS will report only the allocated amount for non-specially allocated amounts.

By default, UltraTax CS includes all allocation items based on the options selected for the Allocation Information report. Mark this checkbox to exclude items that do not have an allocated amount for the partners included on the report.

Note: This option is applicable only if you select specific partners to be included in the Allocation Information report in the Select Partners dialog. Click the Partners button in the Print Reports dialog to select the specific partners to include in the report.

Related topic: Partner Data Entry > Print Reports dialog

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