Enter T, S, or J to indicate whether the person filing the Form 433 is the taxpayer or the spouse, or if it is being filed jointly.

Select the activity form and unit from the fieldview for which you want to share information entered on the C, Rent, or F screen. Leave this field blank to enter information for a business that is not entered on these screens. The name of the business is automatically entered based on the chosen Form / Unit.

Enter the business' trade name or DBA.

Enter 1 if the business is a Federal Contractor, or 2 if the business is not.

Enter the business website address.

Enter the number of employees the business employs, not including the owner or owners.

Enter the average gross monthly payroll of the business.

Enter the frequency by which tax deposits are made by the business.

Use this statement to enter information about the client's other business interests.

• Form / Unit: Select the activity form and unit from the fieldview for this column for which you want to share information entered on the C, Rent, or F screen. Leave this field blank if you want to enter information for a business not entered on these screens.
• Name: The name of the business is automatically entered based on the chosen Form / Unit.
• Ownership Percentage: Enter the percentage of ownership the client has in the business. For example, if the client has 100% ownership, enter 100.
• Other Business Type Description: If you entered 4 in the Type of Business column, enter a description of the type of business in this field.

Use this statement to enter information about credit cards accepted by the business.

• Credit Card Type: Enter the type of credit card. For example, Visa or MasterCard.

• Code: Enter 1 for accounts receivable or 2 for notes receivable.
• City: Enter the city name.

  Note: The Address, City, State, and ZIP columns are not used for Form 433-A (OIC).

• Status: Enter the current status of the receivable.

  Note: This column is only used for Form 433-A.

Enter the total amount of accounts receivable currently available to pay the IRS.

Enter the accounting method in this field. If left blank, UltraTax CS defaults to the cash method of accounting.

Enter the period during which the reported business income and expense amounts are recorded.

Use this statement to enter information about other sources of cash receipts that were not previously entered.

Use this statement to enter information about monthly materials purchased that are directly related to the production of a product or service.

Use this statement to enter information about repairs and maintenance.

• Code: Enter 1 if the expense is vehicle related. When this column is blank, UltraTax CS defaults to reporting the expense as non-vehicle related.

  Note: This column is only used for Form 433-A (OIC).

• Description: Enter the description of the expense.
• Amount: Enter the monthly amount of the expense.

Use this statement to enter information about monthly taxes and licenses paid.

Use this statement to enter information about repairs and maintenance.

• Code: Enter 1 if the expense is a secured debt. When this column is left blank, UltraTax CS defaults to reporting the expense as non-secured debt.

  Note: This column is only used for Form 433-A (OIC).

Enter X when the applicable documents and payments are ready for submittal with the applicable Form 433, as well as all signature blocks have been signed by the client and the preparer.

Use this statement box to enter a description of all document attachments to be referenced in the Form 433 filing instructions. This is optional and only affects the filing instructions.

When you enter 2 on the Type of Collection Information Statement field on the 433 screen, the appropriate IRS office for mailing in Offer in Compromise applications is determined based on the postal code entered in the 1040 screen. This information can be overridden (or populated, if not filing an Offer in Compromise) by entering the applicable address information in this statement and set of fields.

• Enter 1 if the offer will be paid in five months or less.
• Enter 2 if the offer will be paid in more than five months.

If data is entered in this field, this amount is used instead of the amount calculated on Form 433-A (OIC), section 8.