Setting options for all 990 clients

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Follow this procedure to specify setup options for UltraTax/990 clients.

  1. Choose Setup > 990 Exempt Organizations to open the 990 Product Information dialog.

    Note: Depending on the security configuration, you may be prompted to enter the master password. Click OK to continue.

  2. Click the Federal tab.
  3. In the Document format group box, select the appropriate Transmittal Letter and Filing Instruction options. The options selected apply to all new and existing UltraTax/990 clients until they are changed.
  4. Click the Other Return Options button in the Additional information group box and select the appropriate setup options. The options you select here apply to all new and existing UltraTax/990 clients until the setup options are changed again.
  5. To set options that apply to all new 990 clients subsequently added to UltraTax CS, click the New Client Options button in the Additional information group box.

    Note: For clients whose data was converted by our conversions team from another tax application, the new client options are applied the first time you open the client in UltraTax CS.

  6. Click OK to accept the settings and close the dialog, or click Cancel to close the dialog without saving the changes to option settings.
  7. Click OK to close the 990 Product Information dialog.

Related topic: Product-specific options overview

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