Beneficiary Information > Find dialog

Use this dialog to find beneficiaries in the Beneficiary Name list in the Beneficiary Information window.
To open the Find dialog, choose Edit then Find in the Beneficiary Information window.

Fields & buttons

Find Next button
After you click the appropriate search option, click this button to have UltraTax CS locate the first instance of the text string you entered in the
Find what
field in the Beneficiary Name list. Also, select this button to search for the next instance of the text string, and so on.

Find what group box

Find by beneficiary SSN/EIN, first name, or last name
You can search for beneficiaries in the Beneficiary Name list by Social Security Number (SSN) / Employer Identification Number (EIN), first name, or last name. To do so, click the appropriate search option, enter the text you want to search in the field below the options, and select the Find Next button.
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