UltraTax CS
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.
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 CS/1120 and a Microsoft Excel workbook. For further information, see Excel Export / Import utility for shareholder information overview.
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