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

Can I control what tabs are displayed in the Excel spreadsheet?

Answer

Yes. For the 1120 Excel spreadsheet, you can control which tabs are displayed in the Excel spreadsheet by modifying the display conditions in Screen OrgOptns for any existing 1120 organizer client. If the display option is set to Always, the corresponding tab will display even when there was no data entered in the prior year client. If the display condition is set to Never, the corresponding tab will not display in the spreadsheet. If the display option is set to If data, the corresponding tab will display if there was data on the screen in the prior year. 

You can also set global options to customize these tabs for all new clients subsequently added. To do so, choose Setup > 1120 Corporation, click the Organizer tab, and then click the Spreadsheet Options button.

Related topic: Business Organizer frequently asked questions

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