Index for UltraTax CS

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A |  B |  C |  D |  E |  F |  G |  H |  I |  J |  K |  L |  M |  N |  O |  P |  Q |  R |  S |  T |  U |  V |  W |  X |  Y |  Z

A

Accountant’s Relief

integration with UltraTax CS

transferring balances

Accounting CS

integration with UltraTax CS

transferring balances

Accounting for Practitioners

integration with UltraTax CS

transferring balances

ACE

depreciation tax assumptions

depreciation treatments, setting up

ACRS

(see also MACRS)

calculation options

calculation options for non-ACRS assets

depreciation method

Aggregate assets

creating from component assets

editing component assets

Alternative Minimum Tax

depreciation tax assumptions

frequently asked questions about Form 6251 (1040)

setting up depreciation treatments

Amended 1040 returns

(see also Individual (1040) returns)

frequently asked questions

preparing

Apportionment

overview

setting up associations for state apportionment

using asset detail for (1065)

Archer MSAs (see Medical and health savings accounts)

Asset classes

selecting with Method/Life Wizard

setting up new

Asset module

alternative to using

changing default starting field

customizing placement of association fields

overview

property types

Assets

(see also Associations)

(see also Depreciation)

(see also Disposition of assets)

allocating for 706 returns

deducting start-up and organization costs in 1065 returns

depreciation issues for entering in 1040 state returns

depreciation issues for entering in 1041 state returns

depreciation issues for entering in 1065 state returns

dividing

entering automobile expenses (1040)

entering in asset module

entering sale of non-inventory assets (990)

entering summary asset data

moving to other activities

processing casualties and thefts (1040)

processing casualties and thefts (1120)

processing sales of business and capital (1040)

reassigning

renumbering

transferring to activities and associations

Associations (for assets)

customizing field placement in Asset Detail dialog

for personal property tax returns

overview

reassigning assets to

setting up

setting up Association Wizard for

At-risk activities

frequently asked questions (1040)

frequently asked questions (1120)

overview (1120)

B

Beneficiaries

allocating items to (1041)

frequently asked questions about allocating (1041)

frequently asked questions about distribution calculations (1041)

Benefit plans (see Employee Benefit Plan [5500] returns)

Bonus depreciation

allowed by tax laws

electing

forcing bonus property types

marking assets as located in Disaster Area

marking assets as located in Gulf Opportunity Zone

marking assets as not located in Disaster Area

marking assets as not located in Gulf Opportunity Zone

marking clients as located in Disaster Area

marking clients as located in Gulf Opportunity Zone

modifying treatment’s compliance with

qualified assets

Business use percentages, entering

Business Organizer

content of packages

cover letters

delivery options

entering email addresses

entering data

frequently asked questions

greetings, modifying and inserting

mailing slipsheets

overview of Email Business Organizer

overview of Business Organizer

overview of Web Business Organizer

passwords, selecting

print collations, customizing

printing complete packages

questionnaires

C

California 1120C depreciation, overview

Capacities

of asset module

of federal UltraTax CS products

CaseWare Working Papers

integration with UltraTax CS

transferring balances

C Corporations (see Corporation [1120] returns)

Charitable trusts (see Fiduciary [1041] returns)

Checkpoint

enabling access in UltraTax CS

overview of using in UltraTax CS

Client complexity values, assessing returns by

Client documents

customizing

inserting images

overview

printing in English or Spanish

restoring defaults

sending via email

Client Ledger System

integration with UltraTax CS

transferring balances

Client notes, attaching to returns

Client Organizer

blank packages, customizing

content of packages

content of pages

cover letters

delivery options

entering depreciation data

entering email addresses

entering state data

frequently asked questions

greetings, modifying and inserting

Lite Client Organizer packages

mailing slipsheets

overview of Email Client Organizer

overview of UltraTax/1040 Client Organizer

overview of Web Client Organizer

passwords, selecting

print collations, customizing

print options, changing

printing complete packages

proforma data and documents

questionnaires

topical index

Client processing

and assessing complexity

overview by entity

procedures by entity

Complexity values, assessing returns by

Component assets

adding to aggregate assets

editing

Consolidated (1120) returns

processing C Corporations

processing S Corporations

Contributions, entering for 990 returns

Cooperative Associations (see Corporation [1120] returns)

Corporation (1120) returns

apportionment procedures

consolidated return procedures

electronic filing

extensions, preparing

frequently asked questions

processing overview

processing procedures

Shareholder Information procedures

walkthrough for creating

Cover letters for 1040 client organizer

Creative Solutions Accounting

integration with UltraTax CS

transferring balances

CS Connect

charges incurred via

deleting and reinstalling software updates

downloading and applying software updates

downloading and installing updated licenses

frequently asked questions about

overview

retrieving web organizers

setting communication options

testing connections

troubleshooting connection issues

troubleshooting software update errors

Custom fieldviews

overview

setting up

Custom paragraphs

adding to documents

summaries by return type

Custom statements

importing data from Excel into

setting up

D

Data locations

adding personal

adding, for office share and branch licensees

specifying, for UltraTax CS clients and integrated programs

specifying one of multiple, for firms and branches

switching between firm and personal

Data Mining

building searches

examples of using

exporting reports to files

letters, creating and modifying

mailing labels, printing

overview

reports, creating and modifying

sending letters via email

Data sharing

disabling

examples of using

overview

Date discrepancies between UltraTax CS and Fixed Assets CS, resolving

Date-in-service depreciation tax assumptions

Demo library

Depreciation

(see also Assets)

(see also Bonus depreciation)

(see also Disposition of assets)

(see also Treatments for depreciation)

entering detailed asset data

entering summary asset data

frequently asked questions

frequently asked questions about Form 4562 (1041)

issues for entering assets in 1040 state returns

issues for entering assets in 1041 state returns

issues for entering assets in 1065 state returns

methods of calculating

overview of asset module

procedures

specially allocated, reporting in 1065 returns

tax assumptions in UltraTax CS

Deskbooks (PPC)

enabling access in UltraTax CS

overview of using in UltraTax CS

Diagnostic messages, reviewing

Dillner’s Full Contact Accounting System

integration with UltraTax CS

transferring balances

Disposition of assets

(see also Assets)

displaying prior-year disposals for personal property tax returns

entering Book calculation information

entering disposal information

entering mass dispositions

entering mass dispositions, restrictions for

entering partial dispositions

Dividends and interest, frequently asked questions (1040)

Documents (see Client documents)

Domestic Partnership 1040 returns

(see also Individual (1040) returns)

creating

Domestic production activities

deductions for C Corporations

deductions for partnership returns

information for S Corporations

(see also Individual (1040) returns)

processing

Double declining balance depreciation method (see Old law)

Dual-status 1040 returns

(see also Individual (1040) returns)

processing

E

E&P asset treatment

depreciation tax assumption

setting up

Earned income credit and preparer’s checklist, frequently asked questions

Education expense optimization

calculating optimal deductions

frequently asked questions

EFW, paying balance due extension

Elections

adding

editing

entering 1377(a)(2) termination dates (1120)

printing

viewing by entity

Electronic filing

configuring UltraTax CS for

correcting errors in electronic files

creating electronic files

dates

entering data

extensions, preparing

frequently asked questions about 990 returns

frequently asked questions about 1040 returns

frequently asked questions about 1041 returns

frequently asked questions about 1065 returns

frequently asked questions about 1120 returns

frequently asked questions about 5500 returns

limitations of forms and field sizes

overview

PDFs, attaching to electronic returns

Personal Identification Number (PIN) program for 1040

state general information

status

submitting preliminary applications for

transmitting returns

troubleshooting error and reject codes

using Refund Advantage bank products for 1040

Email

overview of sending items via

sending data and documents to clients via

sending Data Mining letters via

sending software updates via

sending tax returns to clients via

Email Business Organizer

content of packages

delivery options

emailing to clients

emailing to your office

entering data

entering email addresses

frequently asked questions

greetings, modifying and inserting

overview

passwords, selecting

questionnaires

Email Electronic Client Organizer

content of packages

delivery options

emailing to clients

emailing to your office

entering data

entering depreciation data

entering email addresses

frequently asked questions

greetings, modifying and inserting

overview

passwords, selecting

proforma data and documents

Employee Benefit Plan (5500) returns

electronic filing

extensions, preparing

frequently asked questions

processing overview

processing procedures

Estate (706) returns

allocating assets

entering property descriptions

extensions, preparing

frequently asked questions

processing overview

processing procedures

setting client options

tracking assets by state

Estimated taxes

frequently asked questions (1040)

frequently asked questions (1041)

Excel (Microsoft Excel)

exporting and importing 1040 allocation information

exporting and importing 1041 allocation information

exporting and importing 1120 apportionment data

exporting and importing 1065 apportionment data

exporting and importing partner information

exporting and importing shareholder information

importing 990 officer and contributor information

Exempt organization (990) returns

apportionment procedures

electronic filing

entering sale information

entering unrelated business income and expenses

extensions, preparing

frequently asked questions

processing overview

processing procedures

Extensions, preparing

F

Family Transfer Utility

Fiducial Advantage

integration with UltraTax CS

transferring balances

Fiduciary (1041) returns

electronic filing

extensions, preparing

frequently asked questions

processing overview

processing procedures

walkthrough for creating

Field notes, attaching

Fieldviews

overview

setting up custom fieldviews

File locations (see Data locations)

FileCabinet CS

backing up UltraTax CS data

integration with UltraTax CS

printing UltraTax CS documents to

transferring client data to

Filing instructions (see Client documents)

Filing Status Optimization utility

calculating optimal filing status

frequently asked questions

Firm information, entering

Fixed Assets CS

integration with UltraTax CS

transferring depreciation data from

Flash Player, viewing demos with

Folders listed in Folders block

accessing hidden

customizing order and visibility

Foreign corporations

frequently asked questions (1040)

Foreign Partnership returns

(see also Partnership [1065] returns)

electronic filing

frequently asked questions

Foreign tax credits and earned income

frequently asked questions (1040)

frequently asked questions (1041)

Form/Line Finder (RIA)

enabling access in UltraTax CS

overview of using in UltraTax CS

Frequently asked questions, accessing

Function keys

list of

using

Functional expenses, entering for Form 990

Fundraising activities, entering for 990 returns

G

Gas and oil assets

entering in the asset module

entering marginal oil depletion rates for (1040)

setting up associations

General ledger balances, overview of retrieving

Gift (709) returns

frequently asked questions

processing overview

processing procedures

Glossary in UltraTax CS

GoFileRoom

configuring UltraTax CS to send documents to

integration with UltraTax CS

sending documents to

storing UltraTax CS documents in

Guaranteed payments, frequently asked questions (1065)

Gulf Opportunity Zone (see Bonus depreciation)

H

Health savings accounts, frequently asked questions (1040)

Help

contacting our Support team

resources for learning UltraTax CS

via help topics

via Tax Subject Index

Home offices

frequently asked questions (1040)

viewing prior-year depreciation data

Homeowner’s Associations (see Corporation [1120] returns)

Home Page in UltraTax CS, using

I

Images, inserting into client documents

Indiana, 1040 frequently asked questions for

Individual (1040) returns

(see also [type of])

calculating optimal filing status

electronic filing

extensions, preparing

frequently asked questions

merging for joint returns

processing overview

processing procedures

processing with multiple states

walkthrough for creating

Individual retirement accounts

frequently asked questions (1040)

Input screens

accessing hidden

customizing order and visibility

deleting data

multiple-unit

orphaned, resolving

Installation information

Integration

Accountant’s Relief

Accounting CS

Accounting for Practitioners

CaseWare Working Papers

Checkpoint

Client Ledger System

Creative Solutions Accounting

Dillner’s Full Contact Accounting System

Fiducial Advantage

FileCabinet CS

Fixed Assets CS

GoFileRoom

NetClient CS

Planner CS

PPC Deskbooks

Practice CS

Quickfinder

RIA Form/Line Finder

ToolBox CS

Universal Business Computing Company

Interest and dividends, frequently asked questions (1040)

Interest rates, updating for specific entities

Invoices

selecting print options

setting fees

Internal Revenue Service

service center changes for filing 1040 returns

service centers for filing 1040 returns

Internal Revenue Service Notice 2000-4

and like-kind exchanges in UltraTax CS

depreciation tax assumption for like-kind exchanges

modifying treatments for

Investment income and expenses, frequently asked questions (1040)

J

Joint 1040 returns

(see also Individual (1040) returns)

creating

K

Keyboard shortcuts

L

Large Partnership returns

(see also Partnership (1065) returns)

electronic filing

frequently asked questions

Letters, transmittal (see Client documents)

Like-kind exchanges

and IRS Notice 2000-4 in UltraTax CS

depreciation tax assumption

disposing of assets

entering mass dispositions

overview

Limiting access to client tax returns

(see also Status events)

and opening in read-only view

with status events

Listed property types (see Vehicle assets)

Luxury auto

(see also Vehicle assets)

depreciation tax assumptions

M

MACRS

(see also ACRS)

and calculations in UltraTax CS

Asset Life table

calculation options

calculation options, specifying for non-MACRS assets

depreciation method, overview

depreciation tax assumption

MACRS SL depreciation method

Mailing labels

adding custom sizes

entering names and addresses

printing

Mailing slipsheets for client organizer

Married Filing Joint 1040 returns

(see also Individual (1040) returns)

creating

Mass dispositions

entering

restrictions on selecting assets

Medical and health savings accounts, frequently asked questions (1040)

Menus and toolbars in UltraTax CS

Mid-quarter convention

depreciation tax assumption

forcing assets to calculate using

including and excluding assets from calculation

Multiple-state processing

exporting multi-state allocation information to Excel (1040)

importing multi-state allocation information from Excel (1040)

in UltraTax/990

in UltraTax/1040

in UltraTax/1041

in UltraTax/1065

in UltraTax/1120

N

NetClient CS

delivering returns to

integration with UltraTax CS

Net operating loss carryback overview - Form 1045 (1040)

carrying back an NOL using Form 1040X

frequently asked questions

Nonresident Alien 1040 returns

(see also Individual (1040) returns)

frequently asked questions

Notes

attaching client notes

attaching electronic notes

attaching field notes

sharing client notes

O

Office-in-home processing (see Home offices)

Oil and gas assets

entering

entering marginal oil depletion rates for (1040)

setting up associations

Old law

depreciation methods

designating assets as real property

Options

setting for new and existing clients

setting print options

setting security options

setting system configuration options

Organizational expenses

entering

viewing expense calculations for assets

Organizer (see Client Organizer or Web Client Organizer)

P

Partial dispositions, entering

Partner allocation, frequently asked questions

Partner basis

entering for partnership returns (1065)

Partner capital, transferring

Partnership (1065) returns

apportionment procedures

data-entry procedures

electronic filing

entering partner information

extensions, preparing

frequently asked questions

processing overview

processing procedures

walkthrough for creating

Passive activities

frequently asked questions (1120)

frequently asked questions about passive losses (1040)

overview (1120)

Passwords

restricting client access

restricting program settings

Per-return pricing

acquiring authorization codes via CS Connect

fees incurred via CS Connect

Personal Identification Number (PIN) program for electronic 1040 returns

Personal property tax returns, entering asset data for

Planner CS

exporting UltraTax/1040 client data to

integration with UltraTax CS

Political Organizations (see Corporation [1120] returns)

Portals

sending source documents to

transmitting returns to

PPC Deskbooks

enabling access in UltraTax CS

overview of using in UltraTax CS

Practice CS

exporting invoice information to

integration with UltraTax CS

transferring client data to

Preparers

assigning to all unassigned clients

assigning to groups of clients

entering information about

Print collations

customizing for client organizers

customizing for returns

customizing for returns filed electronically

customizing for shareholder, partner, and beneficiary packages

Printing

asset reports

blank organizer packages for new clients

client documents in English or Spanish

client organizers

documents to File Drawer

documents to FileCabinet CS

elections

extensions

letters in Data Mining

mailing labels

options

overview

reports in Data Mining

tax returns

user bulletins

Prior depreciation

calculating for assets

recalculating for treatments

Prior-year disposals, displaying for personal property tax returns

Private foundation (990-PF) returns

apportionment procedures

electronic filing

entering sale information

entering unrelated business income and expenses

extensions, preparing

frequently asked questions

processing overview

processing procedures

Procedures, processing returns

Proforma

client data

client documents

data entry displays

print collations

Proration method

Q

Quickfinder

enabling access in UltraTax CS

overview of using in UltraTax CS

R

Read-only view, opening returns in

Real Estate Investment Trusts (see Corporation [1120] returns)

Real property

designating assets as

qualified for section 179 expenses

Refund Advantage (see Tax Refund Solutions banking products [1040])

Reg. 1.168(i)-6

depreciation tax assumption for like-kind exchanges

how UltraTax CS handles like-kind exchanges for

modifying treatments for

Research tools

enabling access in UltraTax CS

overview

Residual estates, allocating to spouse, charities, and beneficiaries

Retired assets, disposing of

Retirement contributions

frequently asked questions about Keogh, SEP, and SIMPLE

frequently asked questions about Roth IRAs

Return processing

and assessing complexity

overview by entity

procedures by entity

RIA Form/Line Finder

enabling access in UltraTax CS

overview of using in UltraTax CS

Roth individual retirement accounts

frequently asked questions

S

S Corporations (see Corporation [1120] returns)

Screens

accessing hidden

customizing order and visibility

deleting data

multiple-unit

orphaned, resolving

Section 168(k) (see Bonus depreciation)

Section 179

depreciation tax assumptions

electing expenses

eligible assets

eligible property, forcing or preventing

expenses in partnership returns

limitation calculation

modifying treatment limitations

Section 195

entering start-up expenses

viewing expense calculations for assets

Section 248/709

entering organizational expenses

viewing expense calculations for assets

Section 280F, recapturing amounts

Security

assigning advanced security groups

assigning users to advanced groups

setting options

Self-employment

frequently asked questions (1040)

frequently asked questions (1065)

Shareholder basis

entering for S Corporations (1120)

Shareholders

entering change of ownership information

entering information

procedures and reference information

Situses, reassigning assets

Social Security numbers, masking for 1040 clients

Sold assets

entering disposal information

restrictions for selecting assets for mass dispositions

Source Data Entry

configuring

entering data

overview

Source documents, delivering with tax returns

Special events, entering for 990 returns

Staff

assigning to all unassigned clients

assigning to groups of clients

entering information about

Start-up expenses

entering

viewing expense calculations for assets

State allocation

exporting multi-state allocation information to Excel (1040)

importing multi-state allocation information from Excel (1040)

in UltraTax/1040

in UltraTax/1041

Statements

customizing

frequently asked questions (1120)

importing data from Excel into

overview

Status events

logged automatically by UltraTax CS

logging for multiple clients

logging for one client

overview

restricting access to client data with

scheduling

setting reminders

tracking return status

Straight-line depreciation method (see Old law)

Sum-of-the-years-digits depreciation method (see Old law)

Summary asset information

alternative to entering

entering

Support, contacting

System configuration

configuring UltraTax CS after renewing the program

configuring UltraTax CS as a new user

setting options for new and existing clients

setting print options

setting security options

T

Tax codes

assigning for client accounts

for UltraTax CS products

retrieving general ledger balances using

Tax Projection Worksheet

frequently asked questions

tax rates and inflation-adjusted amounts

Tax Refund Solutions banking products for electronic 1040 returns

Tick marks, using to review returns

Toolbars and menus in UltraTax CS

ToolBox CS

integration with UltraTax CS

transferring client data to

Traded assets (see Like-kind exchanges)

Transferring assets between activities or associations

transferring multiple assets

transferring one asset

Transmittal letters (see Client documents)

Treatments for depreciation

building

copying asset data from Tax to Book treatment

copying asset data from Tax to state treatment

luxury auto limitations, applying

modifying for bonus depreciation compliance

modifying Section 179 expense limitations

options for asset data entry and calculations

setting up

setting up with Method/Life Wizard

specifying states after converting data

Trusts (see Fiduciary [1041] returns))

U

Universal Business Computing Company

integration with UltraTax CS

transferring balances

Unrelated business income and expenses

entering for 990 returns

identifying for Form 990-T

User bulletins, viewing and printing

User preferences

setting defaults

setting for new users

setting for renewing users

setting options for new and existing clients

setting print options

setting security options

V

Vehicle assets

(see also Luxury auto)

entering automobile expenses (1040)

entering depreciation information

Form 4562, completing for depreciation

lease inclusion calculation

New York sport utility vehicles

property types in asset module

viewing information for all

viewing prior-year depreciation data

Video library

W

Walkthroughs

for using UltraTax/1040

for using UltraTax/1041

for using UltraTax/1065

for using UltraTax/1120

Watch fields

adding and modifying

freezing and unfreezing

Web Business Organizer

assembling web business organizers

delivery options

entering email addresses

entering firm URLs

frequently asked questions

overview

passwords, selecting

retrieving data and file attachments from

transmitting

Web Client Organizer

accepting retrieved data into

assembling web organizers

delivery options

entering email addresses

entering firm URLs

frequently asked questions

help in

overview

passwords, selecting

proforma data and documents

retrieving data and file attachments from

transmitting

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