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.
Use this tab to enter general contributor information such as name and address. UltraTax CS uses this information to complete both the federal and state returns. Also, the application automatically updates the information in the Contributor spreadsheet at the top of the Contributor Information window when you enter contributor data in this tab.
To update general contributor information, open the Contributor Information window, and click the Contributor Information tab.
Tips
- To add a new contributor, click the Add button. UltraTax CS opens a blank Contributor Information tab where you can enter the new contributor's information. You can add up to 999 contributors for each 990 client.
- To delete a contributor, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and click the Delete button.
- To update an existing contributor's general information, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and edit the information in the Contributor Information tab.
Electronic Filing Notes
- See General and input screen-specific topics for electronic returns for data-entry guidelines to prevent electronic filing rejections.
- You must complete the contributor address information for Schedule B when electronically filing the return, even if you mark the Do not disclose contributor name and address information checkbox.
Fields & buttons
General
Foreign Address
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