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.

You can select the type of U.S. Individual Income Tax Return (1040), U.S. Self-Employment Tax Return (1040-SS or 1040-PR), or Nonresident Alien Income Tax Return (1040NR or 1040NR-EZ) when creating a new client or by changing the properties of an existing client.

• New client: Choose File > New to open the New Client dialog, click the 1040 option, and then select the appropriate return type from the adjacent drop-down list.
• Existing client: Choose File > Client Properties and then select the appropriate return type from the drop-down list adjacent to the 1040 option. Note that you cannot change the entity type for an existing client.

If the qualifying conditions for the 1040NR-EZ version is met, UltraTax CS automatically prints the selected form. If the conditions are not met, the regular version of the form prints and a diagnostic is generated.

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