Other Return Options > Proforma tab (990)

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Use this tab to set proforma options that will apply to all 990 clients.

To open this tab, choose Setup > 990 Exempt Organizations, click the Federal tab, click the Other Return Options button, and then click the Proforma tab.

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.

Fields & buttons

Mark this checkbox to proforma any passwords that were overridden (indicated in red) from the Client Communications dialog in Setup > Client Communications.

To protect the security of tax information, electronic returns are password-protected. UltraTax CS can generate these passwords using the options specified on this dialog, or you can create custom passwords yourself by entering them in the Passwords column on the Client Communications dialog.

UltraTax CS automatically proformas the Custom transmittal letter number and Custom invoice number fields on Screen Letter. If you prefer not to proforma the custom transmittal letter and custom invoice numbers, clear this field prior to proforma processing.

UltraTax CS automatically proformas non-cash contributions descriptions from the Contributor Information > Contribution tab. If you prefer not to proforma non-cash contributions descriptions, clear that field prior to proforma processing.

Related topic: 990 Federal tab

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