Partner Data Entry > Distribute dialog

Use this window to distribute a remaining percentage or amount equally or pro rata to select partners.
To open the
Distribute
window, do one of the following:
  • Select
    Distribute
    in the
    Special Allocation of
    window.
  • Select
    Distribute
    on the
    Partner Data Entry
    toolbar, or select
    Tasks
    , then
    Distribute
    in the
    Partner Data Entry
    menu, while in the
    Allocations
    ,
    Changes of Ownership
    , or
    Transfers of Capital
    window in
    Partner Data Entry
    .

Fields and buttons

Lists all partners who meet the criteria designated in the
Options
group box. Select the partners to whom the remaining amount should be distributed and choose
Select
to move the partners to the
Number of partners selected
pane.
Lists the partners you've selected to receive an equal or pro rata portion of the amount in the
Percent / Amount to distribute
field.
Options group box
The behavior of this field changes based on how you accessed the
Distribute
window.
  • When you access the
    Distribute
    window from the
    Special Allocation of
    window or in the
    Allocations
    window in
    Partner Data Entry
    , UltraTax CS automatically filters the partners listed in the
    Available
    pane based on the criteria of the filtered allocation. Clear this field to display all partners in the
    Available
    pane. For example, in the allocation for the
    Gross farming or fishing income
    field in the
    K-3
    screen, only those partners subject to self-employment are displayed.
  • When you access the
    Distribute
    window from the
    Changes of Ownership
    window or the
    Transfers of Capital
    window in
    Partner Data Entry
    , UltraTax CS automatically filters the partners listed in the
    Available
    pane on the left based on existing data entry for the change of ownership or transfer of capital. Clear this field to display all partners in the
    Available
    pane. For example, for a change of ownership, partners whose percentage of profit, loss, or ownership capital has already been modified aren't displayed.
UltraTax CS calculates the remaining percent or amount to distribute as either 100 percent less the percentages already entered or as the total amount less the amount already entered. To distribute a different percentage or amount, change the value in this field.
Select this option to distribute the value in
Percent / Amount to distribute
equally to the partners in the
Number of partners selected
pane.
Select this option to distribute the value in
Percent / Amount to distribute
pro rata to the partners in the
Number of partners selected
pane.
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