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Beneficiaries

Beneficiary Information menu

You can use the menu on the
Beneficiary Information
 window to do the following actions.
  • Beneficiary
    • Add, Insert, and Delete beneficiaries.
    • Print beneficiary reports.
    • Close the
      Beneficiary Information
       window to return to the current input screen or form.
  • Edit
    • Cut, Copy, and Paste beneficiaries.
    • Enter a beneficiary note
    • Open the
      Find
       window to can search for a specific beneficiary
    • Use the calculator.
  • Column
    Sort the Beneficiary Name list in the
    Beneficiary Information
     window in either ascending or descending order.
  • Help
    • View Help and Support.
    • View current license information.
tip
  • You can use
    Ctrl
     + the underlined letter in the menu name. For example,
    Ctrl + R
     opens the
    Beneficiary
     menu. Once a menu is open, press the underlined letter in the command name to select a command. For example, press
    A
     to add a blank record in the
    Beneficiary
     tab.
  • Some menu commands, such as
    Add Beneficiary
     have shortcut keys. For example, when the
    Beneficiary
     menu is not open, press
    Ctrl + A
     to add a blank record.
  • When available, shortcut keys are listed next to the commands in the dropdown menu.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1041 Fiduciary

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