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 this tab to enter general officer information.
Fields & buttons
Hours per Week
Information entered in this group box is used to complete Form 990, Part VII; Form 990-EZ, Part IV for exempt organizations; and Form 990-PF, Part VIII for private organizations.
Electronic Signature
Enter the first and last name of the Signature Officer who will sign electronically (eSignature).
Note: The officer providing the eSignature must be marked as the Signature Officer in the Officer Information tab.
Other
Enter SSN for eSignature, signing officer (with e-file) and California Form 109.
Note: If an exempt organization uses form 8453-TE or 8879-TE the signer may choose to opt out of providing this information. Enter 888-00-8888 for foreign officers (who may not have an SSN) or 999-00-9999 to opt out as a US signing officer.
Enter the Import Unit number when importing officer information from general ledger applications, such as Accounting CS. UltraTax CS automatically proformas the Import Unit from clients that existed in the prior year.
Enter an explanation of how compensation was determined. UltraTax CS uses this information for the electronic files for Form 990-EZ and Form 990-PF.
UltraTax CS
