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 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 button and enter the partner's information in the Partner tab.

Partner number column

Note column

Partner Name column

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

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