Partner Bridge: Worksheet Operations: Partner Information Worksheet

The Partner Information worksheet includes columns of partner federal and state information including partner numbers, partner names and mailing addresses (domestic or foreign), and taxpayer identification.

You should complete the worksheet in its entirety before attempting to prepare the Special Allocations worksheet as the partner names and numbers must be exactly the same for both worksheets.

The proper sequence for populating the Partner Information worksheet is as follows:

On the Control worksheet, set the Partner Info process control drop list to the In Process option.
Populate the worksheet with all federal and state information for all partners using the most efficient combination of two data entry methods:
1. Roll over the 2020 1065 return and export the partner information.
2. Open the exported file in Excel™.
3. Copy the partner information from the exported file and paste the information into the Partner Information worksheet starting on row six (6). Do not use the Paste Special function as that function may possibly distort date values.
4. You can only enter partner information data that is subject to rollover in this manner. You must enter data not subject to rollover through the keyboard, or you can copy the data from another Excel source and paste it into the worksheet.
5. The rollover copy and paste process is illustrated in the section Partner Bridge: Copy and Paste: Partner Information Worksheet.
6. Enter data manually using the keyboard. Enter the first partner on row six (6) and enter subsequent partners on contiguous rows. If the corresponding 1065 return includes one or more deleted partners, leave the appropriate worksheet row or rows blank to represent the deleted partner(s).
When you have entered all partner information, click the Make DIF button on the worksheet to format and audit the data and to create the Partner Information DIF file.
1. If no terminal errors are encountered, you will have the option to create the Partner Information DIF file, and the Save As dialog will allow you to save the file anywhere on your workstation or network.
2. If the audit encounters terminal errors, the errors are recorded on the Audit Errors - PI worksheet, and the corresponding worksheet cells are painted bright yellow. Correct the errors and submit the worksheet for audit again by clicking the Make DIF button. Repeat this process until no errors are encountered.
When the audit is successful and the Partner Information DIF file is created, you should set the Partner Info process control drop list to the Complete option. This will allow the workbook programs to populate the Special Allocations worksheet with partner names and numbers sourced from the Partner Information worksheet.

Import/Export/pbridge_partner_information_worksheet_2.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022