Entering officer information (990)

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Use the Officer Information window to enter officer information for Forms 990, 990-EZ, 990-PF, 990-N, and 990-PF. Officers added in the Officer Information tab also appear in the Officer spreadsheet in the top half of the window.

To open the Officer Information window, click the Contributor / Officer Electronic Filing Status button button and select Officer Information. Alternatively, choose View > Contributor / Officer > Officer Information.

Adding a new officer

Click the Add Electronic Filing Status button button or choose People > Add.

Deleting an officer

Highlight the appropriate officer in the officer spreadsheet at the top of the window, then click the Delete Electronic Filing Status button button, or choose People > Delete.

Importing officer information

To import a list of officers from an Excel file:

  1. Export the officer information from UltraTax CS into Excel. This creates the spreadsheet that you will enter the rest of your officer information into. The import won't work with spreadsheets that weren't created by exporting from UltraTax CS. Click the "Exporting officer information" link below for instructions.
  2. Enter your officer information in the Excel template created by UltraTax CS.
  3. Choose Utilities > 990 Excel Import. If you don't see this option, make sure the Officer Information window is closed.
  4. Select the Excel file from the Import Excel Worksheet window.
  5. Mark Officer Data at the bottom of the window.
  6. Click Import.

Exporting officer information

To export a list of officers to an Excel file:
  1. Choose Utilities > 990 Excel Export. If you don't see this option, make sure the Officer Information window is closed.
  2. Select the excel file from the Export Worksheet window.
  3. Mark Officer data at the bottom of the window.
  4. Click Export.

Printing officer reports

Officer Information tab

Use this tab to enter general officer information including name, address, and title. Both the Position and Title fields are required for an officer to appear on the return. Additionally, use this tab to indicate which contacts are the signature and principal officers. For more information see, Officer Information tab.

Officers entered on this tab are listed on Form 990, Part VII in order first by position then by compensation. Officers can be presented by last name by going to Setup > 990 Exempt Organization > Federal tab > Other Return Options and marking the List persons in Form 990, Page 7, Part VII by name checkbox. 

Officer-2 tab

Enter information on this tab to complete part of Form 990, Part VII; Form 990-EZ, Part IV, and Form 990-PF, Part VIII. For more information see, Officer-2 tab.

Compensation tab

Enter compensation from the organization to its officers on this tab. Information entered on this screen is reflected on Form 990, Part VII; Form 990-EZ, Part IV, Form 990-PF, Part VIII; Schedule J; and Schedule K (990-T). For more information see, Compensation tab.

Allocation of Compensation tab.

Information entered on this tab flows to Form 990, Parts III and IX; Form 990-EZ, Parts I and III; and Form 990-PF, Part I. For more information see, Allocation of Compensation tab.

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.

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