1120-US: Organizer Excel spreadsheet display options (FAQ)

Alerts and notices


How are the Spreadsheet display options on Screen OrgOptns determined in UltraTax CS?


If the client data was proforma’d from the prior year, the options selected in the prior year client also proforma.

If the client data is converted or a new client is added to UltraTax CS, then the options selected in Setup > 1120 Corporation > Organizer > Spreadsheet Options dialog will transfer to the fields on Screen OrgOptns after the client data is added or converted.

Related topic: 1120 frequently asked questions