Entering officer information (990)

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Use the following procedure to enter and update information for officers.

  1. Choose File > Open Client, and open the appropriate 990 client.
  2. Click the Contributor / Officer Shareholder Information button button (or choose View > Contributor / Officer > Officer Information) to open the Officer Information window. The Officer spreadsheet is at the top of the window.
  3. To enter information for a new officer, choose People > Add. To update information for an existing officer, highlight the appropriate officer in the Officer spreadsheet.
  4. On the Officer Information tab, enter general information such as the officer's name and address. UltraTax CS uses this information to complete both the federal and state returns.
  5. On the Officer-2 tab, enter average hours per week for Form 990 Part VII or Form 990PF Part VIII, Signature officer information, and officer import information.
  6. On the Compensation tab, enter compensation information that pertains to each current and former officer, director, trustee, key employee, and highly compensated employee from the organization, as well as from related organizations.
  7. On the Allocation of Compensation tab, enter information on compensation for Form 990, Parts III and IX; Form 990-EZ, Parts I and III; and Form 990-PF, Part I, as well as any additional information.
  8. If applicable, on the Georgia tab, enter information relevant to the client's Georgia returns.

Tips

  • Press PAGE DOWN or PAGE UP while on a field to go to the same field for the next or previous officer in the list. For example, if the cursor is located in the Base field for the first officer and you press PAGE DOWN, the cursor moves to the Base field for the second officer. This is helpful if you want to update the same information for multiple officers.
  • You can add up to 250 officers for each 990 client.
  • To delete an officer, highlight the appropriate officer in the Officer spreadsheet at the top of the window, and click the Delete Delete button button or choose People > Delete.

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