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.

To use the Tax Projection Worksheet amounts when calculating the W-4 withholding:

1. Open the Separate Filings input folder.
2. Click the W4 screen.
3. Enter X in the Use Tax Projection Worksheet amounts.

Or use the calculated income tax withheld based on the W-4 withholding for the Tax Projection Worksheet:

1. Open the Review input folder.
2. Click the TPW-2 screen.
3. In the Calculated income tax withheld field, select 2, W-4 Withholding Worksheet.

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