Printing partner information reports for an open client's return

Alerts and notices

UltraTax CS includes seven partner information reports.

  1. To open Partner Data Entry, choose View > Partner Information.
  2. From the Partner Data Entry menu, choose File > Print Reports.
  3. To print the report to FileCabinet CS in addition to your printer, mark the FileCabinet CS checkbox. This checkbox is available only if you are licensed for and have installed FileCabinet CS.

    Note: To print the report only to FileCabinet CS, clear the Printer checkbox.

  4. In the Print what group box, select the report you want to print and mark the checkbox for any applicable options, such as print blank reports, continuous, etc.

    Note: For the Prorated Percentage Computation report and the Transfers of Capital Computation report, mark the Continuous checkbox to print continuous calculations on a page. If you do not mark this checkbox, UltraTax CS prints information for each partner on a separate page.

  5. Click the Partners button to select specific partners to include in the selected report. By default, UltraTax CS includes all partners.
  6. To print more than one copy, select the desired number in the Copies field.
  7. Click the Print button. (Or to print only to FileCabinet CS, click the To Cabinet button.)

Related topics:

Share This