Combining amounts for a C or S Corporation consolidated return

Alerts and notices

In addition to the group member amounts that UltraTax CS automatically combines, you may select additional amounts to be combined for a consolidated return. Use this procedure to select the items to combine for group members in the consolidated return. (For items that are not selected to be combined, enter appropriate values in the input screens for the consolidated return.)

  1. In the File > New Client or File > Client Properties dialog, click the Advanced Properties button.
  2. Click the Options tab.
  3. Mark each checkbox that corresponds to an item you want combined for the consolidated return.

    Note: If a category is not marked, enter the data on the applicable screens in the consolidated return.

  4. Click OK.