Control worksheet
Use the Control worksheet to identify the 1065 Partner Bridge Workbook by providing 3 lines for taxpayer identification and 2 lines for tax preparer identification in the Taxpayer and Prepared By controls respectively.
You should complete the taxpayer identification and tax preparer identification information. The latter doesn't affect the operation of the workbook, but the first line of the taxpayer identification is used in the filenames of the partner information and special allocations DIF Files.
If the first line of the taxpayer identification is blank, the name Unidentified Taxpayer is used in the filenames of the DIF files.
The controls labeled Partner Count and SA Count represent the count of partners and the count of special allocations respectively and are maintained automatically by the workbook program. You should not and cannot change these values. The dropdowns
Partner Info
and Spec Allocations
are process controls for the Partner Information and Special Allocations worksheets respectively and are maintained by you, and the workbook programs.- Don't change the top 4 controls (Tax Year, Tax Application, Product, and Version). This information is used by Product Support.
- UsePartner InfoandSpec Allocationsto specify the status of the individual worksheets asIn ProcessorCompleted.
- Identify the [tax year]1065 Partner Bridge Workbook for the taxpayer and the tax preparer in theTaxpayerandPrepared Bytext boxes.
Related Content
-
About partner bridge
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