2018 UltraTax CS
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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.
To amend a Form 540 or Form 540NR return, before entering or changing any data, print preview the return. Next, on Screen CAAmd in the Separate Filings folder, mark the Transfer original information field to transfer information from the originally filed Form 540 or 540NR to Screen CAAmd. The application uses the information on Screen CAAmd to calculate the amended Form 540/540NR return as well as Schedule X, California Explanation of Amended Return Changes. Once you print preview and mark the Transfer original information field, enter other data in the return as needed.
- You must enter the reason in the Reason(s) for amending statement on Screen CAAmd to print Schedule X.
- Amended Form 540 and Form 540NR returns may be filed electronically.
- California Franchise Tax Board does not support direct deposit of refund with Schedule X / Amended return.
- Taxpayer may not use an amended return to change use tax or voluntary contributions.
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