Shareholder Information > Delaware tab

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use the state tabs in the Shareholder Information window to enter state-specific information for shareholders. State tabs appear only if you have added states to the return.

To update a shareholder's state-specific information, click that shareholder in the Shareholder Information window, and then click the appropriate state tab.

Fields & buttons

Delaware information group box

If the shareholder is a nonresident, enter a code from the following table or select the code from the drop-down list to indicate the type of nonresident filing to be made by the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to calculating the shareholder separately as a nonresident.

Code Description
1

Individual return filer (default)

This is the default filing for nonresident shareholder when a code is not selected from the drop-down list. Select this option to indicate the shareholder is filing separately as a nonresident filer.
2

Composite filer

Select this option to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form 200-C for participating nonresident shareholders.

The shareholder's resident state is displayed here.

Enter the state in which the shareholder was a part-year resident. Use this field if you are processing multiple state returns for this client. If applicable, the state uses this information to determine part-year residency status. Enter the state postal code or select the code from the drop-down list.

Enter the dates for which the shareholder was a part-year resident. Use these fields if you are processing multiple-state returns for this client. If applicable, the state uses this information to determine part-year residency status.

UltraTax CS provides this statement dialog for supplemental information specific to each shareholder. Use this statement dialog for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use Section A in Screen DEKSep. UltraTax CS prints the information you enter in this statement dialog in the statements for Schedule A-1.

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