To open the Print Reports dialog, choose File and then Print Reports from any of the Partner Data Entry windows.
Fields & buttons
Print where group box
Printer
Mark this checkbox to print paper copies of the selected report or to print to the UltraTax CS Spool.
Printer name
Unless you print to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, select the Printer button.
FileCabinet CS
This checkbox is enabled only if you are licensed for and have installed FileCabinet CS. Mark this checkbox to store a copy of the selected report in FileCabinet CS.
If you mark only the
FileCabinet CS
checkbox, and not the
Printer
checkbox, the Print button becomes the To Cabinet button. Select the To Cabinet button to print the selected report only to FileCabinet CS.
Print what group box
Partner list
Select this option to print a report of the partner names and addresses.
note
When you select this option, the
Sort
field is enabled.
Sort
Use the drop-down list for this field to select how the partners are sorted on the Partner List report.
note
This field is enabled only if you select the
Partner list
option.
Partner information
Select this option to print a report that details the partner information from the Partner, Federal, and state tabs in the Partner Information window for this client.
note
When you select this option, the
Print blank report
and
Include state information
checkboxes are enabled.
Print blank report
Mark this checkbox to print a blank Partner Information report.
note
This checkbox is enabled only if you select the
Partner information
option.
Include state information
Mark this checkbox to include state-specific information in the Partner Information report.
note
This checkbox is enabled only if you select the
Partner information
option.
Allocation information
Select this option to print a report that details the information that appears in the allocation grid in the Allocations window. By default, UltraTax CS includes all specially allocated columns and associated allocated amounts in the Allocation Information report. Select the Options button to select specific allocations and other Allocation Information report options.
Custom allocation schemes
Select this option to print a report that details the input screen fields where custom allocations are used, sorted by custom allocation name.
Defaulting allocation schemes
Select this option to print a report that details which state partner allocations are allocated using a US allocation method, sorted by federal screen then federal allocation.
note
This report is enabled only if you have a state application attached to the client.
Prorated percentage computation
Select this option to print a report that details the partners' prorated percentage calculations.
note
When you select this option, the
Continuous
checkbox is enabled.
Continuous
Mark this checkbox to print continuous partner prorated percentage calculations on a page. If you do not mark this checkbox, information for each partner prints on a separate page.
note
This checkbox is enabled only if you select the
Prorated percentage computation
option.
Transfers of capital computation
Select this option to print a report that details the partners' transfers of capital and fair market value computations.
note
When you select this option, the
Continuous
checkbox is enabled.
Continuous
Mark this checkbox to print continuous partner transfers of capital calculations on a page. If you do not mark this checkbox, information for each partner prints on a separate page.
note
This checkbox is enabled only if you select the
Transfers of capital computation
option.
Other fields & buttons
Partners
After you select the desired report in the Print what group box, select this button to select the partners that you want to include on the report. By default, UltraTax CS includes all partners.
note
This button is not enabled if you select the
Custom allocation schemes
or
Defaulting allocation schemes
options.
Options
After you select the
Allocation information
option in the Print what group box, select this button to include only specific allocations and to set other Allocation Information report options. By default, UltraTax CS includes all specially allocated items and allocated amounts.
note
This button is enabled only if you select the
Allocation information
option.
Copies
Enter the number of copies of the report you want to print, or use the up and down arrows to change the number in this field.
Preview button
After you select the desired report in the Print what group box, select this button to preview the report on screen before you print the report.
Print / To Cabinet button
After you select the desired report in the Print what group box, select this button to print the report to a printer and/or to FileCabinet CS. Note that you must have FileCabinet CS installed on your computer to use the To Cabinet print feature.