Partner Data Entry > Oregon tab

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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

Mark this checkbox to indicate that the partner has an affidavit on file with the Oregon Department of Revenue. UltraTax CS will not calculate withholding tax.

Mark this checkbox if the partner is filing the affidavit in the current year. UltraTax CS will prepare the Oregon affidavit for a nonresident owner in a pass-through entity and will not calculate withholding tax.

Mark this checkbox if the partner is revoking a previously filed affidavit.

Select the reason for revocation from the drop-down list. UltraTax CS uses this information to complete the Oregon Affidavit.

Enter the name of the grantor trust and disregarded entity owner to complete Form OR-19.

Enter the Social Security number (SSN) / Employer Identification Number (EIN) of the grantor trust and disregarded entity owner.

Mark this checkbox if a corporation owns the disregarded entity.

Composite information group box

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

Select the filing status of the nonresident individual. UltraTax CS uses this information to complete Form OR-OC, Schedule OR-OC1.

Select the type of tax from the drop-down list for Schedule OC2.

OR-LTD/OR-TM information group box

Mark this checkbox if the partner is not an individual. This box is only available when the partner type is disregarded entity, partnership, or grantor trust and the return is being electronically filed.

Related topic: Partner Data Entry > State tabs

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