Partner Data Entry > Partner Information window

The Partner Information window has two sections.
  • The Partner Name list on the left side of the window lists all of the partners in the partnership.
  • The Partner Information Summary and the Partner, Federal, and state tabs on the right side of the window contain demographic and other federal and state information about the selected partner.
    • The Partner tab includes demographic and general partner information, such as the partner's name and address. Use the Partner tab to complete federal and state Schedules K-1 and other forms, reports, and worksheets.
    • The Federal tab has fields for Schedule B-1, Schedule M-3, Forms 8804 and 8805, Form 8938, the section 108(i) election, and the Partner's Basis Worksheet.
    • Each state tab contains fields needed to enter partner information for the state return.
To open the Partner Information window, select the Partner Information button, choose View and then Partner Information, or press CTRL+R.

Partner Name list

  • To update a partner's information, scroll through the names in the Partner Name list and select the appropriate partner. Then, update the partner's information in the applicable tab. UltraTax CS uses the information entered in the Partner tab, the Federal tab, and (if applicable) the state tabs to complete the federal and state returns.
  • To add a new partner, select the Add Partner button and enter the partner's information in the Partner tab.
By default, UltraTax CS assigns partner numbers. To assign custom partner numbers, choose Setup and then Custom Partner Numbers. To sort the partners alphabetically, by partner number, or by a particular allocated amount, choose Tasks and then Sort Partners. Also, you can use the Move Partner Up button and Move Partner Down button to manually reorder partners in the Partner Name list.
Select this button to add, edit, or delete a partner note. A musical note next to a partner's name indicates an attached note.
This column lists all partners in the partnership. Select a partner's name to open his Partner information summary and Partner tab.

Fields & buttons

Partner information summary group box
This group box lists important partner information, such as the partner's name, address, entity, type, and resident state at year end.
Other fields and buttons
See Partner Data Entry and then Partner tab.
See Partner Data Entry and then Federal tab.
See Partner Data Entry and then State tabs.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close