2018 UltraTax CS
New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use this dialog to set options that will apply to all 709 clients subsequently added to UltraTax CS.
To open this dialog, choose Setup > 709 Gift Tax > Federal tab, then click the New Client Options button.
Notes
- Depending on your security configuration, you might be prompted to enter the master passwordmaster password before you can open any entity type's tab.
- All of the options can be overridden on a client-by-client basis. For details, click the field-specific links below.
Other group box
Tax return delivery method (Screen Contact)
Select Paper, Email, or File from the drop-down list to specify the delivery method. The method selected will be reported in the Return Delivery column of the Setup > Client Communications dialog.
Notes
- The tax return method can be viewed (but not changed) in the client's Screen Contact, located in the General folder.
- This option applies to the taxpayer for all 709 clients subsequently added to UltraTax CS.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialog at the time the client was first opened in UltraTax CS will apply.
- To set or override this option on a client-by-client basis, choose the appropriate item from the drop-down list in the Return Delivery column in the Setup > Client Communications dialog.
Mailing address for filing instructions (Screen Letter)
UltraTax CS defaults to printing both the U.S. mail and the private delivery address in the filing instructions. To change this default, select the appropriate option from this drop-down list.
Notes
- To set or override this option on a client-by-client basis, choose the appropriate option from the drop-down list for the Mailing address for filing instructions field on Screen Letter in the General folder.
- This option applies to all 709 clients subsequently added to the application.
Taxing authority may discuss return with preparer (Screen 709)
Select either Yes or No from the field to mark the corresponding box for the "May the IRS discuss this return with the preparer shown below" question on Form 709, Page 1.
Notes
- To set or override this option on a client-by-client basis, choose the appropriate option in the IRS may discuss return with preparer field in Screen 709, located in the General folder.
- This option applies to all 709 clients subsequently added to the application.
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