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.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close