UltraTax CS
Click the following links to access procedures and reference information related to 1065 Partner Data Entry.
Reference information
- Partner Data Entry overview
- Partner Information window
- Allocations window
- Changes of Ownership window
- Transfers of Capital window
- Special Allocation dialog
- Frequently asked questions about allocating partnership amounts to partners
- Excel Export / Import utility for partner information overview
Procedures
- Entering partner information
- Entering special allocations
- Entering depreciation special allocations
- Entering change of ownership information
- Entering transfers of partners' capital
- Printing partner information reports
Video: Exporting and importing partner, shareholder, and apportionment data (approx. 3.5 minutes)
Was this article helpful?
Thank you for the feedback!