Partner information reports for open client's return
UltraTax CS includes 7 partner information reports.
- Partner List report: Lists the names and addresses of partners entered in thePartner Informationwindow.
- Partner Information report: Shows information entered in thePartner,Federal, andStatetabs in thePartner Informationwindow. You can also print this report without client data to use as a data entry sheet.
- Allocation Information report: Shows the values and allocated amounts for all allocation items in theAllocationswindow. For example, you can focus this report on specific allocations and allocation schemes.
- Custom Allocation Schemes report: Shows the input screen fields where each custom allocation is used, sorted by custom allocation name.
- Defaulting Allocation Schemes report: Shows the state partner allocations using a US allocation method, sorted by federal screen and then federal allocation.
- Prorated Percentage Computation report: Shows each partner's calculation of prorated profit, loss, and ownership percentages when there are changes in ownership throughout the year.
- Transfers of Capital Computation report: Shows the calculation of ending capital and fair market value (property distributions only) when there are transfers of capital throughout the year.
