2018 UltraTax CS
Use the Shareholder Information window to enter shareholder data. The shareholders you have added appear in the Shareholder spreadsheet at the top of this window. The spreadsheet displays the total as well as each shareholder's pro-rata share of beginning-of-year shares, ownership percentage, health insurance, distributions, deemed dividends, loan repayments, beginning-of-year stock basis, and beginning-of-year loan basis.
To open the Shareholder Information window, click the Shareholder Information 
button.
Components of this window
Shareholder Information toolbar
Note: The Excel Export/Import utility allows you to quickly and efficiently import and export shareholder information to and from UltraTax/1120 and a Microsoft Excel workbook. For further information, see Excel Export / Import utility for shareholder information overview.