Contributor Information > Schedule A tab (990)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Use this tab to enter data for Schedule A, Part II or Part III. The Schedule A tab does not affect the calculation of Schedule B.

Note: Data entered in this tab is used to calculate Schedule A, Parts II and III. Because data from Screen SchA is also used to calculate Schedule A, you should review Screen SchA for duplicate entries.

Fields & buttons

Mark this checkbox to exclude individual contributors from the 2% calculation.

Mark this checkbox if the contributor is a disqualified person for Schedule A, Part III.

Enter the total amount of prior year contributions when total contributions for the five-year lookback period exceed 2% of total support, or enter amounts received from disqualified persons.

Amounts entered on the contribution tab are used for the current year. Enter current year contributions if different from the contribution tab. Any forced amount will not affect the calculation of Schedule B.

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