Partner Data Entry > Utah tab

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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.

Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.

To update a partner's state-specific information, click that partner in the Partner Information window, and then click the appropriate state tab.

Fields & buttons

Utah information group box

Mark this checkbox if the partner is exempt from withholding on Form TC-65, Schedule N.

Select the Utah state entity type for the current partner from the drop-down list. If you leave this field blank, UltraTax CS defaults to the federal entity type for the state entity type.

Enter the information for each partner to complete the additional information on Form TC-65, Schedule K-1.

Mark this checkbox if the partner elects to waive withholding tax on Form TC-65, Schedule N.

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