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 the
    Partner Information
    window.
  • Partner Information report
    : Shows information entered in the
    Partner
    ,
    Federal
    , and
    State
    tabs in the
    Partner Information
    window. 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 the
    Allocations
    window. 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.

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