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Partner Data Entry > Find Partner dialog
Use this window to find partners in the
Partner Data Entry
windows using last name, first name, SSN (Social Security number), EIN (Employer Identification Number), or any combination of these criteria.To open the 
on the
Find Partner
window, select Find Partner
on the Partner Data Entry
toolbar, or select Tasks
, then Find Partner
in the Partner Data Entry
menu.Fields and buttons
Search criteria group box
Last name
To use a last name to search partners, select the last name from the dropdown list or enter any portion of the partner's last name. UltraTax CS searches
Last name
of all partners in the Partner
tab in the Partner Information
window and finds partners that match the entered criteria.First name
To use a first name to search partners, select the first name from the dropdown list or enter any portion of the partner's first name. UltraTax CS searches
First name
of all partners in the Partner
tab in the Partner Information
window and finds partners that match the entered criteria.SSN / EIN
To use an SSN or EIN to search partners, enter any portion of the partner's SSN or EIN. UltraTax CS searches
SSN / EIN
of all partners in the Partner
tab in the Partner Information
window and finds partners that match the entered criteria.Find Next
Select this button to search partners based on the criteria you enter in
Last name
, First name
, and/or SSN / EIN
. UltraTax CS returns you to the first partner that meets the entered criteria. Continue to select Find Next
to find additional qualifying partners.Clear Fields
Select this button to remove entries in
Last name
, First name
, and SSN / EIN
.Go To criteria group box
Partner number
Enter the partner number, and select
Go To Partner
. UltraTax CS takes you to the partner.Go To Partner
Select this button to go to the partner designated in
Partner number
.