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 tab to set return presentation options that apply to all 709 clients.

To open this tab, choose Setup > 709 Gift Tax > Federal tab and then click the Other Return Options button.

Proforma group box

Custom electronic delivery passwords from the Client Communications dialog

Mark this box 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.

Note: This box applies to all 709 clients.

Custom transmittal letter and invoice number (Screen Letter)

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

Other group box

Include list of returns in transmittal letter

Mark this box to have UltraTax CS include a list of returns in the transmittal letter. Note that this box is marked by default. If this box is not marked, UltraTax CS references the enclosed returns without detail.

Print "AS SOON AS POSSIBLE" in Filing Instructions when applicable

Mark this box to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the filing instructions. "AS SOON AS POSSIBLE" prints in any of the following situations.

• The return was not extended and the system date of your computer is after the original due date of the return.
• The return was extended and the system date of your computer is after the extended due date of the return.
• The return was extended, the return has a balance due, and the system date of your computer is before the extended due date of the return.

The Number of days to add to "date printed" field is used to determine the system date of your computer. To access this field, choose Setup > 709 Gift Tax > Federal tab, click the Letters & Emails button, and click the Options button.

Only if penalties and/or interest exist

Mark this box to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the filing instructions only when penalties and/or interest exist in the return.

If this box is marked, and the system date of your computer is after the due date, and there are no interest and penalties, then the due date prints instead of "AS SOON AS POSSIBLE."

The Number of days to add to "date printed" field is used to determine the system date of your computer. To access this field, choose Setup > 709 Gift Tax > Federal tab, click the Letters & Emails button, and click the Options button.

After original due date of return

Mark this box to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the filing instructions only when the return is filed after the original due date.

If this box is marked and the system date of your computer is before the original due date, the due date prints instead of "AS SOON AS POSSIBLE."

The Number of days to add to "date printed" field is used to determine the system date of your computer. To access this field, choose Setup > 709 Gift Tax > Federal tab, click the Letters & Emails button, and click the Options button.

Print engagement letter

Mark this box to have UltraTax CS print the engagement letter. To edit the text of the engagement letter, chose Setup > 709 Gift Tax > Federal tab, click the Letters & Emails button, select the 709 Engagement Letter and then click the Open button.

Enable the gift splitting election prompt in Screen 709

Mark this box to allow a popup dialog to appear when you enter X in the Elect gift splitting box on Screen 709. This prompt links to additional information about gift splitting. Clear this box to prevent the popup dialog from appearing.

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