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.

Enter a code in the Application of 2022 Overpayment field in Screen Est in the Payments folder to indicate how much of the refund should be applied. Enter any Form 1040-ES - 2023 declaration code other than 4, 5, 7, or 9 to indicate how to calculate the amount of the total estimates. Enter the amount of the first installment that was paid in the 2023 estimates paid: 1st payment field. Use the No. of 2023 vouchers desired codes to indicate which vouchers should print.

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