2018 UltraTax CS
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.
Question
How do I prepare Form 990-EZ instead of Form 990?
Answer
When you prepare a return for an exempt organization, the application defaults to preparing Form 990 rather than Form 990-EZ. To override this default and calculate Form 990-EZ, enter X in the Prepare Form 990-EZ field on Screen 990.
Note: The application does not provide unique input screens for Form 990-EZ data entry other than Screen Ques-EZ.
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