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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 Shareholder Information window includes a special toolbar that you can use when you enter shareholder information.
Button | Function |
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Adds a new record in the Shareholder tab to enter new shareholder information. Shareholders created with this command are added to the bottom of the list in the Shareholder spreadsheet. Shortcut: CTRL+A |
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Adds a new record in the Shareholder tab to enter new shareholder information. Shareholders created with this command are inserted above the current shareholder in the Shareholder spreadsheet. Shortcut: CTRL+I |
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Deletes the current shareholder highlighted in the Shareholder spreadsheet. Shortcut: CTRL+D |
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Cuts the selected shareholder information. Shortcut: CTRL+X |
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Copies the selected shareholder information. Use this button to copy a shareholder's information from one cell to another. Shortcut: CTRL+C |
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Pastes the selected shareholder information. Shortcut: CTRL+V |
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Opens the Find dialog, which you use to search for a specific shareholder in the Shareholder spreadsheet. Shortcut: CTRL+F |
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Opens the Field Note / Tick dialog in which you can enter a note pertaining to the shareholder currently highlighted in the Shareholder spreadsheet. Attached notes are indicated by a musical note next to the shareholder's name. | |
Opens the Print Reports dialog in which you can print shareholder reports. Shortcut: CTRL+P |
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Opens the Sort Shareholder dialog to sort the shareholders listed in the Shareholder spreadsheet by the shareholders last 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 Shareholder Information. |
Tip: To open the Shareholder Information window, click the Shareholder Information button with an 1120-S client open.
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