Data sharing by activity
For clients that are partners in a partnership, UltraTax CS lets you choose to share the Schedule K-1 financial data in total or by activity.
To elect to receive Schedule K-1 financial data by activity from a partnership, in the partner's return select
File
, Client Properties
, Advanced Properties
, then mark the Elect data share import of 1065 Schedule K-1s per activity
checkbox.
