2018 UltraTax CS
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.
Calculations & data entry
Charitable Trust Annual Report and Registration Forms
Data entry for state tax law differences
Deduction for federal taxes paid
ESBT Income and Expense Worksheet
'Everywhere' income and source income
Iowa vouchers 1040ES, 1040V, and 1041V
US obligations and out of state tax exempt income
Filing requirements
Electronic filing - Iowa forms and payment options
Forms approval
There are two independent approval processes: one for electronic filing and one for paper filing. To find out the approval status, follow the steps below.
- Check the Iowa user bulletins to verify the highest version currently available.
- In UltraTax CS, go to Help > About UltraTax CS. Scroll down the list of licensed products and verify that the version you see here matches the highest version. If an update is required, go to CS Connect and retrieve and apply available updates.
- Once UltraTax is up to date, click the house icon in the upper-right corner of UltraTax to go to the UltraTax CS Home Page.
- Click the Product Information link on the left side of the home page, then click the 1041 tab, then click the plus sign next to the state.
For electronically filed returns, check the Supports e-file status. If the status is Yes, electronic filing is approved and returns can be e-filed.
For paper filing tax returns, check the Forms status. Any return that contains a form listed here should not be paper filed. However, returns that contain forms listed here can still be e-filed, as long as Supports e-file is Yes.
Related topic: 1041 frequently asked questions
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