Complete the Partner Information worksheet
This worksheet includes columns of partner federal and state information including partner numbers, partner names and mailing addresses (domestic or foreign), and taxpayer identification.
You should complete the worksheet in its entirety before attempting to prepare the Special Allocations worksheet as the partner names and numbers must be exactly the same for both worksheets.
- On theControlworksheet, selectIn ProcessforPartner Info.
- Go to thePartner Informationworksheet and complete with federal and state information for all partners.
- When you've entered all partner information, selectMake DIFto create the Partner Information DIF file.
- If no terminal errors are encountered, you will have the option to create the Partner Information DIF file, and the Save As dialog will allow you to save the file anywhere on your workstation or network.
- If the audit encounters terminal errors, the errors are recorded on the Audit Errors - PI worksheet, and the corresponding worksheet cells are painted bright yellow. Correct the errors and submit the worksheet for audit again by clicking theMake DIFbutton. Repeat this process until no errors are encountered.
- Next, go to the Control worksheet and update the Partner Info status toComplete.
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