Partner Data Entry > Maine tab

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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.

Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.

To update a partner's state-specific information, click that partner in the Partner Information window, and then click the appropriate state tab.

Fields & buttons

Withholding information group box

Exempt - compliant

Mark this checkbox to exempt this partner from nonresident withholding under the compliant taxpayer exemption.

Form 941AF-ME on file

Mark this checkbox if this partner has a prior-year Form 941AF-ME on file.

Form 941CF-ME on file

Mark this checkbox if you have a Form 941-CF on file. UltraTax CS automatically marks this checkbox on proforma if the return was completed using UltraTax CS and this partner was marked as a composite filer in the prior year.

Withhold when not required

Mark this checkbox to include the partner on Form 941P-ME, even if not required.

Withhold tax when ME source income is less than $1,000

By default, UltraTax CS only calculates withholding tax when a partner's Maine-source income is greater than $1,000. Mark this checkbox to withhold tax when the partner's Maine-source income is less than $1,000.

Composite information group box

Composite filer

Mark this checkbox to include this partner in the composite return filing.

Related topic: Partner Data Entry > State tabs

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