1041-US: Changing the figures displayed in the charts on the Tax Return History Report (FAQ)

Show expandable text

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 can I change the figures displayed in the charts on the Tax Return History Report?

Answer

  1. Choose Setup > 1041 Fiduciary.
  2. In the Federal tab, click the Other Return Options button.
  3. Click the Other tab and click the Chart Options button.
  4. Click the Edit button, and select the figure to use in the chart from the list of options in the Figure field.
  5. Click the Enter button to save the changes.

Related topic: 1041-US: Tax Return History Report FAQs

Was this article helpful?

Thank you for the feedback!