Partner Bridge: Worksheet Operations: Control Worksheet

This section explains the operations of the workbook, including the required sequence of worksheet data entry.

You should complete the taxpayer identification and tax preparer identification information.

The latter does not affect the operation of the workbook, but the first line of the taxpayer identification is used in the filenames of the partner information and special allocations DIF Files. If the first line of the taxpayer identification is blank, the name Unidentified Taxpayer is used in the filenames of the DIF files.

The controls labeled Partner Count and SA Count represent the count of partners and the count of special allocations respectively and are maintained automatically by the workbook program. You should not and cannot change these values.

The drop lists labeled Partner Info and Spec Allocations are process controls for the Partner Information and Special Allocations worksheets respectively and are maintained by you, the user, and the workbook programs.

Partner Worksheet Process Control

The Partner Information worksheet process control includes the following options:

Select Status This is a drop list initial setting. Under this setting, you cannot audit the worksheet and create the DIF file. To enter data into the worksheet and to audit the worksheet, select the In Process option.

In Process This indicates that the worksheet data entry is under way. You can audit the worksheet and create the DIF file under this setting. If you successfully create the DIF file, you should select the Complete option.

Complete This indicates that the worksheet is complete in all respects, You cannot audit the worksheet and create a DIF file under this setting. To change and audit the worksheet, select the In Process option.

Special Allocations Worksheet Process Control

The Special Allocations worksheet process control includes the following options:

Select Status This is a drop list initial setting. You can do nothing with the worksheet under this setting.

Setup Codes This allows the Setup Codes button procedure for the worksheet. The procedure erases the worksheet special allocations codes and descriptions and prepares the worksheet so that you can enter special allocation codes and descriptions.

Audit Codes This allows the Audit Codes button procedure for the worksheet. If the audit of special allocation codes and descriptions is successful, the Copy Partners option is automatically selected. If the audit encounters errors, the option is not changed.

Copy Partners This allows the Copy Partners button procedure for the worksheet. The procedure erases all partner names, numbers, and special allocation ratios and dollar amounts, then copies the partner names and numbers from the Partner Information worksheet and applies format and validation properties to the special allocations ratio and dollar amount worksheet cells. Upon successful completion of the procedure, the In Process option is automatically selected.

In Process This indicates that the worksheet data entry is under way. You can audit the worksheet and create a DIF file under this setting. If you successfully create a DIF file, you should select the Complete option.

Import/Export/pbridge_control_worksheet_2.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022