Change the profit, loss, and ownership - units or percentages

Do the following to change the profit, loss, and ownership capital columns in the Allocations window in Partner Data Entry to use units.
  1. Select
    View
    , then
    Partner Information
    .
  2. Select
    Allocations
    ,
    Tasks
    , then
    Allocate by Units
    .
  3. Select
    Tasks
    , then
    Allocate by Units
    again to clear this option and use percentages.
    note
    If you change from percentages to units, any percentages previously entered will be lost. However, if you change from units to percentages, UltraTax CS will automatically convert the entered units to percentages.

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