New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
The Beneficiary Information window includes a special toolbar that you can use when you enter beneficiary information.
Button | Function |
---|---|
Adds a new record in the Beneficiary tab to enter new beneficiary information. Beneficiaries created with this command are added to the bottom of the list in the Beneficiary Name list. Shortcut: CTRL+A |
|
Adds a new record in the Beneficiary tab to enter new beneficiary information. Beneficiaries created with this command are inserted above the current beneficiary in the Beneficiary Name list. Shortcut: CTRL+I |
|
Deletes the current beneficiary highlighted in the Beneficiary Name list. Shortcut: CTRL+D |
|
Moves the highlighted beneficiary up one row in the Beneficiary Name list. Shortcut: CTRL+U |
|
Moves the highlighted beneficiary down one row in the Beneficiary Name list. Shortcut: CTRL+N |
|
Cuts the selected beneficiary information. Shortcut: CTRL+X |
|
Copies the selected beneficiary information. Use this button to copy a beneficiary's information from one cell to another. Shortcut: CTRL+C |
|
Pastes the selected beneficiary information. Shortcut: CTRL+V |
|
Opens the Find dialog to search for a specific beneficiary in the Beneficiary Name list. Shortcut: CTRL+F |
|
Opens the Field Note / Tick dialog to enter a note that pertains to the beneficiary currently highlighted in the Beneficiary Name list. Attached notes are indicated by a musical note next to the beneficiary's name. | |
Opens the Print Reports dialog to print beneficiary reports. Shortcut: CTRL+P |
|
Opens the Sort Beneficiaries dialog to sort the beneficiaries listed in the Beneficiary Name list by the beneficiaries' first names or by the selected column in either ascending or descending order. | |
Opens the help. Click this button to open the topic for the current window in Beneficiary Information. |
Tip: To open the Beneficiary Information window, click the Beneficiary Information button, press CTRL+R, or click the Bene link on Screen Allocate or on any state Gen screen with a 1041 client's return open.
Was this article helpful?
Thank you for the feedback!