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Partner Data Entry > Select Allocations dialog
Use this dialog to select various options for the Allocation Information report.
To open the Select Allocations dialog, choose File and then Print Reports from any of the Partner Data Entry windows, select the Allocation information option in the Print what group box, and select the Options button.
note
The Options button is enabled only if you select the
Allocation information
option in the Print what group box in the Print Reports dialog.Fields & buttons
Allocation list
Mark or clear the checkboxes in this list to indicate the specific allocations you want to include in the Allocation Information report.
Mark all / Unmark all buttons
Select these buttons to either mark or clear all items in the list for printing.
- Mark Federalbutton: Select this button to mark only the federal allocations and to clear all state allocations.
- Mark Statebutton: Select this button to mark only the state allocations and to clear all federal allocations.
- Unmark All / Mark Allbutton: Select this button to clear or mark all allocations. This button changes based on the current selection.
Options group box
Include in report
By default, UltraTax CS includes both the allocation scheme and the allocated amount of all specially allocated items in the Allocation Information report. Clear the
Allocation
or the Allocated amount
checkbox to exclude this information from the Allocation Information report.note
You must mark either the
Allocation
or the Allocated amount
checkbox.Allocation schemes
Mark one or more of the allocation scheme checkboxes to include the corresponding allocation scheme in the Allocation Information report.
Example:
To include only absolute dollar allocation schemes in the report, clear all of the allocation scheme checkboxes, except the Absolute dollar
checkbox.note
You must mark at least one of the allocation scheme checkboxes.
Exclude non-specially allocated amounts
By default, UltraTax CS includes only specially allocated items in the Allocation Information report. Clear this checkbox to include all allocations with amounts in the Allocation Information report. UltraTax CS will report only the allocated amount for non-specially allocated amounts.
Exclude allocations with no allocated amount
By default, UltraTax CS includes all allocation items based on the options selected for the Allocation Information report. Mark this checkbox to exclude items that do not have an allocated amount for the partners included on the report.
note
This option is applicable only if you select specific partners to be included in the Allocation Information report in the Select Partners dialog. Select the Partners button in the Print Reports dialog to select the specific partners to include in the report.