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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.
This topic provides general information about certain procedures for 990 returns.
Setup
- Setting options for all 990 clients
- Setting options for new 990 clients
- Setting other 990 return options
efile
- Filing a return electronically
- Submitting preliminary applications with the IRS for electronic returns
- Entering data for 990 electronic returns
- Preparing 990 returns for electronic filing
- Preparing 990 federal extensions for electronic filing
- Creating batch electronic extensions
- Signing 990 returns for electronic filing
- Correcting errors in the electronic file
- Transmitting electronic returns
- Configuring email notifications when electronically filed returns are accepted
Returns and extensions
- Applying an overpayment portion to next year's estimated tax when there is no estimated tax due
- Entering prior-year ends if different from current year end
- Preparing 990 extensions
- Entering functional expenses for Form 990
- Entering the sale of non-inventory assets
- Entering special event information for exempt organizations and private foundations
- Entering unrelated business income and expense
- Creating a Public Inspection Copy PDF
State apportionment
- Apportionment information window
- Entering apportionment information for state returns
- Overriding everywhere amounts for apportionment forms
- Attaching column notes to state apportionment forms
- Printing apportionment information reports
- Using asset detail for apportionment
- Deleting apportionment information
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