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.
The Filing Status Optimization Utility does not split Organizer data when creating the new, separate 1040 returns. Therefore, Organizer data entry is not available in the newly created clients. To work around this, you can make a copy of the Married Filing Joint return by choosing File > Save As and renaming the client, and then removing spouse information from the return manually.
Note: If any of the married filing separate clients are proforma'd into next year's version of UltraTax CS, the organizer data entry will be available.
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