2018 UltraTax CS
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The menu bar at the top of the Beneficiary Information window provides drop-down menus from which you can choose commands to perform various beneficiary data-entry tasks. The following table summarizes the commands available in these menus.
| Menu | Function |
|---|---|
| Beneficiary | Add, insert, and delete beneficiaries. Also, print beneficiary reports and close the Beneficiary Information window to return to the current input screen or form. |
| Edit | Perform tasks related to beneficiary data entry: cut, copy, and paste beneficiaries; enter a beneficiary note; open the Find dialog in which you can search for a specific beneficiary; and use the built-in calculator. |
| Column | Sort the Beneficiary Name list in the Beneficiary Information window in either ascending or descending order. |
| Help | Open the Help & How-To Center to find answers to your UltraTax CS questions, and view current license information. |
Tips
- To open a menu without using the mouse, press CTRL and the underlined letter in the menu name. For example, pressing CTRL+R opens the Beneficiary menu.
- Once a menu is open, press the underlined letter in the command name to select a command. For example, when the Beneficiary menu is open, press A to add a blank record in the Beneficiary tab in which you can enter data for a new beneficiary.
- Many frequently used menu commands, such as Add Beneficiary, are assigned shortcut keys that allow you to choose the command without opening the drop-down menu first. For example, when the Beneficiary menu is not open, press CTRL+A to add a blank record in the Beneficiary tab in which you can enter data for a new beneficiary. When available, shortcut keys are listed next to the commands in the drop-down menu.
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