Partner Data Entry > Add Date dialog

Use this window to add a change of ownership.
To open the
Add Date
window, select
View
,
Partner Information
, select
Changes of Ownership
, then select
Add Date
(or select
Ctrl+A
).

Fields and buttons

Enter the date of the change of ownership. If you enter the last day of the client's tax year, UltraTax CS assumes the new percentage is for one full day and will calculate prorated profit, loss, and ownership of capital percentages.
Select this option to add the
End of Year
column to the
Changes of Ownership
window. The
End of Year
column is used to enter a change of ownership as of the last minute of the last day of the client's tax year. When a change of ownership is entered in the
End of Year
column, the change isn't used in the calculation of the partner's prorated profit, loss, and ownership of capital percentages.
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