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.

New for 2018

• Contributions made with the return that you previously entered on the CAGen screen are now entered on a CACont screen in the General folder.
• Form 3511 is now obsolete. Use the CACrCO screen in the Carryovers folder to report Environmental Tax Credit carryover on Form 3540. Use the CATax screen in the Taxes folder to report related credit recapture on Form 3540.

Frequently asked questions

Adjustments

Adjusting income of a business, farm, or rental for state law differences or California source allocations

Allocating non-wage business income and pass-through income for California part-year residents or nonresidents

Nonresident wage exclusion

Wash sales

AMT - Schedule P

Adjustments, preferences and taxable income from trade or business activities excluded on Schedule P

Aggregate Gross Receipts (Schedule P) Calculation

Data entry for AMT depreciation for California

Credits

Adoption credit (nonrefundable)

Earned Income Credit (refundable)

Enterprise Zone Credit (nonrefundable)

Renter’s credit (nonrefundable)

SDI - Credit for excess SDI/VDPI withholding (refundable)

Electronic filing

Business Rule errors vs. Schema Failure errors

Electronic filing business rules and resolutions

Electronic filing - California forms

Electronic filing schema failures and resolutions

Estimate payment - Electronic funds withdrawal

Extension payment - Electronic funds withdrawal

Federal attachment - E-file Rejections

Federal attachment - Overview

Form 3504 - Enrolled Tribal Member Certification

Forms included in the electronic record

Mandatory e-pay overview

PDF attachments

Preparer e-file requirements

Signature (Electronic Extension Payment) - Form 8879PMT vs. Form 8453PMT (Using or Suppressing Taxpayer PIN)

Signature - Form 8879 vs. Form 8453 (Using or Suppressing Taxpayer PIN)

State Electronic Filing Guide

Forms approval

Viewing forms approval status

Miscellaneous

2D Barcode overview

Add, delete, and print additional return types

Completing Form 568, Limited Liability Company return of income

Estimates overview

Extension overview

Like-kind exchanges, Form 3840

Preparing the extension payment

Residency status

Retirement State Use Codes

Schedule X / Amending returns

Net operating loss

Current year loss - Carryback to prior years

Current year net operating loss

Prior year net operating loss applied to the current year income

Registered Domestic Partner

Processing California Registered Domestic Partner Returns

Proforma carryover information from an RDP return

Using Filing Status Optimization utility to separate a Domestic Partner return

Withholding

California withholding scenarios

Data entry for California withholding overview

Data entry required at the state level (California screens) for California withholding attributable to miscellaneous forms other than 592-b or Form 593, such as 1099-B, 1099-DIV, 1099-G, 1099-MISC, etc.

Data entry required at the state level (California screens) for California withholding attributable to Schedule K-1

Data entry required at the state level (California screens) for Form 592-B and Form 593 withholding

Schedule W-2 (paper-filing only)

Withholding from Forms 592-B and 593

Withholding from miscellaneous forms other than 592-B and 593

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