Processing Form 2290 for clients filing in multiple periods during the tax year

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To prepare Form 2290 returns for multiple periods, complete the steps below.

  1. Create a 2290 client by choosing File > New Client, and clicking the 2290 Heavy Vehicle Use Tax option.
  2. In the client's return, open Screen 2290 in the General folder.
  3. Enter the client's general information. This information applies to every return you process for this client in UltraTax CS.
  4. Open Screen Return in the Return folder.

  5. Select the month in the Month vehicle(s) first used in tax year field.
  6. Mark the Calculate this unit field in the Return Information section.

    Notes

    • UltraTax CS calculates Form 2290 returns for one period at a time.
    • When a new Return unit is added to a client's return, UltraTax CS automatically marks this field. If you want to process a different unit, select that unit from the tab's drop-down menu and mark this field for that period.
    • We recommend that you fully complete and file the 2290 return for one tax period before beginning data entry in another tax period unit.
  7. Enter the remaining data for the chosen tax period on Screen Return and Screen ELF.
  8. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.

    Note: We recommend that you receive the stamped Schedule 1 from the IRS for the tax period filed before beginning data entry in another tax period unit.

  9. Once the client has successfully filed Form 2290 for a tax period, open the client's tax return.
  10. Verify that copies of previously filed returns are on file in your document management system. See Storing UltraTax CS documents for more information.
  11. In the folders block, click Return to open Screen Return.
  12. Add another unit of Screen Return. See Adding an input screen unit for more information.
  13. Select the month in the Month vehicle(s) first used in tax year field.
  14. Verify in the folders block that another unit displays so you do not modify data from previously-filed tax returns.

    Notes

    • The month you select for the unit in the Month vehicle(s) first used in tax year field will display in the folders block.
    • Multiple units will often be distinguishable by the different tax period selected.
    • If the client chooses to file Form 2290 multiple times per month or chooses to amend a return previously filed for the same tax period, multiple units will be labeled with the same month. Verify that you have added a unit for each unique Form 2290 return.
  15. Mark the Calculate this unit field in the Return Information section.
  16. Enter the remaining data for the selected tax period on Screen Return and Screen ELF, as necessary.
  17. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.

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