Contributor Information > Contributor Information tab (990)

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Use this tab to enter general contributor information such as name and address. UltraTax CS uses this information to complete both the federal and state returns. Also, the application automatically updates the information in the Contributor spreadsheet at the top of the Contributor Information window when you enter contributor data in this tab.

To update general contributor information, open the Contributor Information window, and click the Contributor Information tab.

Tips

  • To add a new contributor, click the Add Add button button. UltraTax CS opens a blank Contributor Information tab where you can enter the new contributor's information. You can add up to 999 contributors for each 990 client.
  • To delete a contributor, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and click the Delete Delete button button.
  • To update an existing contributor's general information, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and edit the information in the Contributor Information tab.

Electronic Filing Notes

  • See General and input screen-specific topics for electronic returns for data-entry guidelines to prevent electronic filing rejections.
  • You must complete the contributor address information for Schedule B when electronically filing the return, even if you mark the Do not disclose contributor name and address information checkbox.

Fields & buttons

General

Name and Address

Enter the contributor's name and address information in the fields in this section.

Do not disclose contributor name and address information

Mark this checkbox to suppress the contributor name and address on Schedule B, Page 2. Use this option to generate a public inspection copy of the return.

Note: The checkbox isn't available for Form 990-PF, since Schedule B is open to public inspection for an organization that files Form 990-PF.

Name and address are not suppressed in the electronic file unless the organization is a 527 political organization. Mark this checkbox for a 527 political organization to display "Pd. 527(i)(1)" if the organization paid the amount specified by section 527(i)(1).

E-Filing type

Select the description of contributor from the drop-down list. UltraTax CS defaults to Individual. The application needs this information to correctly characterize the contributor in the electronic file.

Import Unit

Enter the Import Unit number when importing contributor information from general ledger applications, such as Accounting CS. UltraTax CS automatically proformas the Import Unit from clients that existed in the prior year.

Foreign Address

Country

Select the appropriate alpha code for the contributor's foreign country and US possession from this drop-down list, and then select the foreign country from the drop-down list that opens.

Province or state

Enter the province or state of the contributor's foreign country in this field.


Related articles Entering contributor information

Schedule B overview

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