2018 ULTRATAX CS
This topic provides general information about UltraTax/706 procedures.
Setup
Returns and extensions
- Allocating estate assets and deductions to spouse
- Allocating estate assets and deductions to charities
- Allocating estate assets to beneficiaries
- Allocating specific assets and deductions to beneficiaries
- Entering and editing property descriptions
- Entering community property
- Entering data for the State Asset Worksheet
- Including the 706 extension filing instructions in the print collation
- Preparing 706 extensions
Excel Import utility
- Excel Import utility for asset information overview
- Creating and saving Excel spreadsheets for asset information
- Importing asset information from Excel
- Excel Import utility guidelines for asset information
Internal Employees