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.

Form 540/540NR:

A unit of the CAOthWH screen (in the Payments folder) is created for each occurrence of California withholding entered on the federal St Pmt, B&D, Income, 1099-M, C, Rent, F, and 4835 screens. For Form 540 and Form 540 NR returns, California withholding from Form 1099A, 1099B, 1099C, 1099DIV, 1099G, 1099INT, 1099LTC, 1099MISC, 1099MSA, 1099OID, 1099PATR, 1099Q, 1099RRB, 1099S, 1099SSA, or W-2GU requires minimal supplemental data entry on the CAOthWH screen to file the return electronically. On the CAOthWH screen, choose State postal code CA, and the Withholding amount from the fieldview in the Alternate Form code field.

Form 568:

The aforementioned types of withholding do not apply to Form 568 returns.

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