UltraTax CS
This topic provides general information about certain procedures for 990 returns.
Setup
- Setting options for all 990 clients
- Setting options for new 990 clients
- Setting other 990 return options
efile
- Preparing 990 federal extensions for electronic filing
- Signing 990 returns for electronic filing
- Configuring email notifications when electronically filed returns are accepted
- Filing a return electronically
- Entering data for 990 electronic returns
- Preparing 990 returns for electronic filing
- Creating batch electronic extensions
- Submitting preliminary applications with the IRS for electronic returns
- Correcting errors in the electronic file
- Transmitting electronic returns
Returns and extensions
- Applying an overpayment portion to next year's estimated tax when there is no estimated tax due
- Entering prior-year ends if different from current year end
- Preparing 990 extensions
- Entering functional expenses for Form 990
- Entering the sale of non-inventory assets
- Entering special event information for exempt organizations and private foundations
- Entering unrelated business income and expense
- Creating a Public Inspection Copy PDF
State apportionment
- Apportionment information window
- Entering apportionment information for state returns
- Overriding everywhere amounts for apportionment forms
- Attaching column notes to state apportionment forms
- Printing apportionment information reports
- Using asset detail for apportionment
- Deleting apportionment information
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