UltraTax CS
This topic provides general information about UltraTax CS/1065 procedures.
Setup
- Setting options for all 1065 clients
- Setting options for new 1065 clients
- Setting other 1065 return options
Electronic filing
- Filing a return electronically
- Submitting preliminary applications with the IRS for electronic returns
- Configuring UltraTax CS for electronic returns
- Entering data for electronic returns
- Preparing 1065 returns for electronic filing
- Creating batch electronic extensions
- Signing returns for electronic filing
- Correcting errors in the electronic file
- Transmitting electronic returns to the IRS
- Configuring email notifications when electronically filed returns and extensions are accepted
Return and extensions
- Entering prior year-ends if different from current year-end
- Preparing 1065 extensions
- Processing clients who require more state treatments than are available
Partnership data entry
- Partner Data Entry overview
- Attaching notes to partners
- Entering partner information
- Entering change of ownership information <
- Entering transfers of partners' capital
- Entering special allocations
- Entering depreciation special allocations
- Printing only the partner package
- Printing partner information reports
- Preparing a paperless tax return
State apportionment
- Apportionment Information window
- Entering apportionment data for state returns
- Overriding everywhere amounts for apportionment forms overview
- Attaching field notes to state apportionment factors
- Printing 1065 apportionment information reports
- Importing information into apportionment statement dialogs
- Entering apportionment data for city or other returns
- Deleting information from the Apportionment Information spreadsheet
Interim closing annualization
- Interim Closing Annualization window overview
- Distributing amounts to partners using the proration method
- Distributing amounts to partners using the interim closing of books method
- Applying a percentage of the total to ownership periods
- Attaching column notes to the federal or a state annualization tab
- Printing annualization information reports
- Deleting annualization information
Excel Export / Import Utility
- Excel Export / Import utility for partner information overview
- Exporting partner information to Excel
- Importing partner information from Excel
- Excel Export / Import utility guidelines for partner information
- Excel Export / Import utility for apportionment information overview
- Exporting apportionment information to Excel
- Importing apportionment information from Excel
- Excel Export / Import utility guidelines for apportionment information
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