Enter the Social Security number (SSN) or Federal Employer Identification Number (FEIN) of the entity reporting the income for the disregarded entity or grantor trust. UltraTax CS uses this information to complete Form IT-204-IP and Form IT-204-CP.

Mark this checkbox if the partner is a disregarded entity that needs to receive Form IT-204-CP instead of Form IT-204-IP.

Mark this checkbox to report a disregarded entity as an S Corporation. UltraTax CS uses this information to complete Form IT-204-CP and Form CT-2658-E.

Mark this checkbox if the partner is an S Corporation but should be treated as a C Corporation for New York purposes.

Mark this checkbox if the corporate partner is not subject to NY Tax Law Article 9-A. UltraTax CS completes the New York Partner's Share of Modifications and Credits Worksheet instead of Form IT-204-CP.

Enter the partner's telephone number. UltraTax CS uses this information to complete Forms CT-2658 and IT-2658-E.

Enter the corporate partner's contact name. UltraTax CS uses this information to complete Form CT-2658.

Mark this checkbox if the partner is a part-year resident of New York state. UltraTax CS uses this information to complete Form IT-204-IP.

Mark this checkbox if the partner is a resident of New York City. UltraTax CS uses this information to complete Form IT-204-IP.

Mark this checkbox if the partner is a part-year resident of New York City. UltraTax CS uses this information to complete Form IT-204-IP and the NYC Partner's Share of Modifications Worksheet.

Mark this checkbox if the partner is a resident of Yonkers. UltraTax CS uses this information to complete Form IT-204-IP.

Mark this checkbox if the partner is a part-year resident of Yonkers. UltraTax CS uses this information to complete Form IT-204-IP.

The partner is exempt for two years after Form 2658-E is filed. If you mark this checkbox, the partnership will be exempt from withholding tax for this partner for the current year.

Mark this checkbox to complete either Form IT-2658-E or Form CT-2658-E for this partner. If you mark this checkbox, the partner will be exempt for two years after Form 2658-E is filed.

Mark this checkbox to indicate that the partner is exempt from any taxes imposed by New York state tax law.

Mark this checkbox to include the partner in the New York state composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-A.

Mark this checkbox if the partner is participating in another New York state group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-A.

Mark this checkbox to include the partner in the Yonkers composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-B.

Mark this checkbox if the partner is participating in another Yonkers group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-B.

Mark this checkbox to include the partner in the New York MCTMT composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-C.

Mark this checkbox if the partner is participating in another New York MCTMT group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-C.

Mark this checkbox if the partner is active. UltraTax uses this information to calculate the number of partners who are active in order to answer the question on Form NYC-204, Page 4 and to calculate the allowance for active partners on Form NYC-204, Page 1 or Form NYC-204EZ, Page 1.

Partners are required to report the percentage of time devoted to business on Form NYC-204, Page 4. Enter percentages as whole numbers. For example, enter 100 to indicate 100 percent.