Partner Data Entry overview

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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.

Partner Data Entry consists of four windows that provide information about the partners, their interest in the partnership, their ownership in the partnership, and transfers of partners' capital. Click the buttons at the top of Partner Data Entry to open the appropriate window.

To open Partner Data Entry, click the Partner Information Partner Information button button, choose View > Partner Information, or press CTRL+R.

Components of this window

Partner Data Entry menu

Partner Data Entry toolbar

Partner Information window

Allocations window

Changes of Ownership window

Transfers of Capital window

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