Setting options for new 1040 clients

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Use this procedure to specify setup options for all new 1040 clients subsequently added to UltraTax CS. Options set in this dialog are also applied the first time you open a client whose data was converted from another tax application.

UltraTax CS also uses other options found within the federal Other Return and New Client Options dialogs to complete state returns you are processing. For example, if you entered Yes in the Authorize discussion with taxing authority field in the New Client Options dialog, applicable states would not need separate data entry for new clients to also answer Yes at the state level. Options available for state use via the federal setup tab are:

New Client Options dialog

  • Presidential election campaign fund designation
  • Authorize discussion with taxing authority
  • Treat the 4th quarter state estimate as due on December 31
  • Print Tax Projection Worksheet

Other Return Options dialog

Include taxpayer daytime telephone number in Signature blocks or Non-signature blocks

For state-specific client options, such as state estimate declaration, see the setup tab for the individual state.

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