Processing 709 federal returns

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The following includes information about processing 709 federal returns.

UltraTax CS allows you to create multiple copies of the same input screen. When more than one input screen is needed or used, we refer to each copy as a unit. UltraTax/709 includes the following multiple-unit input screens, all of which are accessible in the Gift folder.

  • Screen Donee
  • Screen Gift
  • Screen G529
  • Screen Trust

For information about accessing multiple-unit input screens, see Multiple-unit input screens.

The following states are available for UltraTax/709.


The following list outlines the capacities of UltraTax/709.

  • Handles dollar amounts from -999,999,999 to $999,999,999.
  • Allows up to 32,767 input screens per return.
  • Dynamically allocates client data as needed to minimize disk space requirements.
  • Accommodates 30,000 active clients at the same time.
  • Allows up to 65,500 statements.
  • Allows up to 1,500 gifts.
  • Allows up to 100 donees.


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