Setting options for all 1040 clients

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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.

Use this procedure to specify setup options in UltraTax/1040 and UltraTax/1040 Client Organizer.

  1. Choose Setup > 1040 Individual.

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the Federal tab.
  3. In the Additional information group box, click the Other Return Options button. The options you select apply to all new and existing UltraTax/1040 and UltraTax/1040 Client Organizer clients until you change the setup options again.


    • Other return options set up in the prior year of UltraTax CS will proforma automatically.
    • Mark the Sort Schedule B interest and dividend items before printing checkbox in the Other group box on the Return Presentation tab if you want UltraTax CS to sort Schedule B interest and dividend items alphabetically when you print the client's return. If you do not select this option, the items print in the order that you entered them.
      • This option applies only to interest and dividend items entered in Screen B&D. It does not apply to seller-financed interest on Screen B&D, passthrough interest and dividends on Screens K1-2 and/or K1T-2, or interest and dividends on Screen Broker.
    • Mark the Sort Schedule B interest and dividend items during proforma checkbox in the Proforma tab if you want UltraTax CS to sort Schedule B interest and dividend items alphabetically during tax and organizer proforma. If you do not select this option, the items remain in the order that you entered them.
  4. Click the Watch Fields button to open the Watch Fields dialog where you can move, delete, or edit the descriptions of the watch fields. You cannot add watch fields when the Watch Fields dialog is opened from the federal tab. To add watch fields, right-click a field in Form View and choose Watch Field. See Adding or modifying watch fields for details.
  5. To set options that will apply to all clients you subsequently add to UltraTax/1040, click the New Client Options button. See Setting options for new 1040 clients for details.

    Note: These new client options are also applied the first time you open a client whose data was converted by Thomson Reuters from another tax program.

  6. Click OK to close the 1040 Product Information dialog.

UltraTax CS also uses other options found within the federal Other Return and New Client Options dialogs to complete state returns you are processing. For example, if you entered Yes in the Authorize discussion with taxing authority field in the New Client Options dialog, applicable states would not need separate data entry for new clients to also answer Yes at the state level. Options available for state use via the federal setup tab are:

New Client Options dialog

Other Return Options dialog

Include taxpayer daytime telephone number in Signature blocks or Non-signature blocks

For state-specific client options, such as state estimate declaration, see the individual state's setup tab.

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