Partner Data Entry > Partner Information window

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The Partner Information window has two sections.

  • The Partner Name list on the left side of the window lists all of the partners in the partnership.
  • The Partner Information Summary and the Partner, Federal, and state tabs on the right side of the window contain demographic and other federal and state information about the selected partner.
    • The Partner tab includes demographic and general partner information, such as the partner's name and address. Use the Partner tab to complete federal and state Schedules K-1 and other forms, reports, and worksheets.
    • The Federal tab has fields for Schedule B-1, Schedule M-3, Forms 8804 and 8805, Form 8938, the section 108(i) election, and the Partner's Basis Worksheet.
    • Each state tab contains fields needed to enter partner information for the state return.

To open the Partner Information window, click the Partner Information Partner Information button button, choose View > Partner Information, or press CTRL+R.

Partner Name list

  • To update a partner's information, scroll through the names in the Partner Name list and click the appropriate partner. Then, update the partner's information in the applicable tab. UltraTax CS uses the information entered in the Partner tab, the Federal tab, and (if applicable) the state tabs to complete the federal and state returns.
  • To add a new partner, click the Add Partner Add Partner button button and enter the partner's information in the Partner tab.

Partner number column

By default, UltraTax CS assigns partner numbers. To assign custom partner numbers, choose Setup > Custom Partner Numbers. To sort the partners alphabetically, by partner number, or by a particular allocated amount, choose Tasks > Sort Partners. Also, you can use the Move Partner Up Move Up button button and Move Partner Down Move Down button button to manually reorder partners in the Partner Name list.

Note column

Click this button to add, edit, or delete a partner note. A musical note next to a partner's name indicates an attached note.

Partner Name column

This column lists all partners in the partnership. Click a partner's name to open his Partner information summary and Partner tab.

Fields & buttons

Partner information summary group box

This group box lists important partner information, such as the partner's name, address, entity, type, and resident state at year end.

Other fields and buttons

Partner tab

Federal tab

State tabs


Related articles

Partner Data Entry overview

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