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.
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
Utah 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 calculating withholding on Schedule N for the shareholder.
| Code |
Description |
| 1 |
Withholding (default)
This is the default filing for nonresident shareholder when a code is not selected from the drop-down list. Select this option to indicate the shareholder is subject to withholding on Schedule N. |
| 2 |
Exempt from withholding
Select this option to indicate the shareholder is exempt from withholding. UltraTax CS does not complete Schedule N for this shareholder. |
| 3 |
Withholding waiver request
Select this option to indicate the shareholder is requesting a withholding waiver. UltraTax CS marks the corresponding checkboxes on Schedules N and K-1 for the shareholder. |
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 UTKSep. UltraTax CS prints the information you enter in this statement dialog in the Utah Schedule K-1 statements.
UltraTax CS
