Partner Data Entry overview

Partner Data Entry consists of four windows that provide information about the partners, their interest in the partnership, their ownership in the partnership, and transfers of partners' capital. Select the buttons at the top of Partner Data Entry to open the appropriate window.
  • Partner Information window - Contains the names, addresses, and general federal and state information about each partner
  • Allocations window - Contains the profit-sharing percentages, loss-sharing percentages, ownership of capital percentages, beginning capital, special allocations, and custom allocations
  • Changes of Ownership window - Contains the profit-sharing, loss-sharing, and ownership of capital percentages for each ownership period during the tax year
  • Transfers of Capital window - Contains transfers of partner capital during the tax year
To open Partner Data Entry, select the Partner Information button, choose View and then Partner Information, or press CTRL+R.

Components of this window

Partner Data Entry menu
Partner Data Entry toolbar
Partner Information window
Allocations window
Changes of Ownership window
Transfers of Capital window
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