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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.
Use the state tabs in the Shareholder Information window to enter state-specific information for shareholders. State tabs appear only if you have added states to the return.
To update a shareholder's state-specific information, click that shareholder in the Shareholder Information window, and then click the appropriate state tab.
Fields & buttons
Arizona information group box
If the shareholder is a nonresident, enter a code from the following table or select the code from the drop-down list to indicate the type of nonresident filing to be made by the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to Individual return filer, indicating the nonresident shareholder will file their own individual return.
| Code |
Description |
| 1 |
Individual return filer (default)
This code is the default filing for nonresident shareholder when a code is not selected from the drop-down list. Select this code to indicate the nonresident shareholder is filing an individual return. |
| 2 |
Composite filer
Select this code to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. If you select this option for 10 non-resident shareholders, UltraTax CS completes Form 140NR - Arizona Nonresident Personal Income Tax Return. |
UltraTax CS provides this statement dialog for supplemental information specific to each shareholder. Use this statement dialog for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use Section A in Screen AZKSep. UltraTax CS prints the information you enter in this statement dialog in the Schedule K-1(NR) statements.
Arizona composite return group box
Enter the appropriate filing status to indicate if the shareholder is filing single, married filing joint, married filing separate, or head of household. UltraTax CS uses this information to calculate the tax due on Form 140NR - Arizona Nonresident Personal Income Tax Return. Enter the code for the filing status from the following table or choose the code from the drop-down list.
| Code |
Description |
| S |
Single (default) |
| J |
Married filing joint |
| M |
Married filing separate |
| H |
Head of household |
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