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

I do not see the extension form in the list of forms in Form View. Why?

Answer

By default, only the forms that print with the return are shown in the list of forms in Forms View. Because the extension form prints separately from the main return, the form is not in the default list. To see forms that do not print with the return for this client, right-click anywhere in Forms View and select the Display all forms option. You can set the tax application to automatically display all forms for all clients by marking the Show all forms on data entry forms list checkbox in Setup > User Preferences > Data Entry tab.

Related topic: Extension FAQs (1040)

Was this article helpful?

Yes No

Submit