Printing partner information reports for an open client's return

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UltraTax CS includes seven partner information reports.

  • Partner List report - Lists the names and addresses of the partners entered in the Partner Information window.
  • Partner Information report - Details information entered in the Partner, Federal, and, if desired, state tabs in the Partner Information window. In addition, you can print this report without client data to use as a data entry sheet.
  • Allocation Information report - Details the entered values and allocated amounts for all allocation items in the Allocations window. You can focus this report to specific allocations, allocation schemes, etc.
  • Custom Allocation Schemes report - Details the input screen fields where each custom allocation is used, sorted by custom allocation name.
  • Defaulting Allocation Schemes report - Details the state partner allocations allocated using a US allocation method, sorted by federal screen and then federal allocation.
  • Prorated Percentage Computation report - Details each partner's calculation of the prorated profit, loss, and ownership percentages when there are changes in ownership throughout the year.
  • Transfers of Capital Computation report - Details the calculation of ending capital and fair market value (property distributions only) when there are transfers of capital throughout the year.
  1. To open Partner Data Entry, choose View > Partner Information.
  2. From the Partner Data Entry menu, choose File > Print Reports.
  3. To print the report to FileCabinet CS in addition to your printer, mark the FileCabinet CS checkbox. This checkbox is available only if you are licensed for and have installed FileCabinet CS.

    Note: To print the report only to FileCabinet CS, clear the Printer checkbox.

  4. In the Print what group box, select the report you want to print and mark the checkbox for any applicable options, such as print blank reports, continuous, etc.

    Note: For the Prorated Percentage Computation report and the Transfers of Capital Computation report, mark the Continuous checkbox to print continuous calculations on a page. If you do not mark this checkbox, UltraTax CS prints information for each partner on a separate page.

  5. Click the Partners button to select specific partners to include in the selected report. By default, UltraTax CS includes all partners.
  6. To print more than one copy, select the desired number in the Copies field.
  7. Click the Print button. (Or to print only to FileCabinet CS, click the To Cabinet button.)

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