Partner Data Entry > Add Partner Default dialog

Use this window to select the default entity and type for new partners subsequently added to the partnership in the
Partner Information
window in
Partner Data Entry
.
To open the
Add Partner Default
window, select
View
,
Partner Information
, then select
Setup
, then
Add Partner Default
.

Fields and buttons

By default, UltraTax CS adds all new partners as individuals. To change the default entity, select the entity from the dropdown list. This entity selection will apply to any new partner you subsequently add.
By default, UltraTax CS adds all new partners as limited partners. To change the default type, select the type from the dropdown list. This type selection will apply to any new partner you subsequently add.
This window opens the first time you open
Partner Data Entry
for new clients only. If you don't want this window to open for new clients, mark this checkbox. You can still open this window in the
Partner Information
window; to do so, select
Setup
, then
Add Partner Default
. To prompt this window to open again for new clients, select
Setup
,
1065 Partnership
, select
Other Return Options
, select the
Other
tab, and mark the
Prompt to enter partner defaults the first time Partner Data Entry is accessed
checkbox.
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