1120-US: Organizer Excel spreadsheet display options (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Question

How are the Spreadsheet display options on Screen OrgOptns determined in UltraTax CS?

Answer

If the client data was proforma’d from the prior year, the options selected in the prior year client also proforma.

If the client data is converted or a new client is added to UltraTax CS, then the options selected in Setup > 1120 Corporation > Organizer > Spreadsheet Options dialog will transfer to the fields on Screen OrgOptns after the client data is added or converted.

Related topic: 1120 frequently asked questions

Share This