UltraTax/1065 Interim closing annualization procedures and reference information

Select the following links to access reference information and procedures related to 1065 interim closing annualization.
Reference information
  • Interim Closing Annualization menu
  • Interim Closing Annualization > Print Reports dialog
  • Interim Closing Annualization toolbar
  • Interim Closing Annualization window
  • Annualization spreadsheet
Procedures
  • Attaching column notes to annualization tabs
  • Deleting annualization information
  • Distributing amounts to partners using the proration method
  • Distributing amounts to partners using the interim closing of books method
  • Applying a percentage of the total to an ownership period
  • Frequently asked questions about entering annualization information
  • Printing Annualization Information Reports
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