UltraTax CS
You can configure entity-specific setup options to apply specific settings to all clients or to all new clients when they are added to UltraTax CS.
Setting options for new clients
You can set specific options that will apply to new clients of a given entity type (such as 1040 Individual) subsequently added to UltraTax CS. The options you set will also be applied to clients whose data was converted from another tax application. For information on setting options for new clients, click the appropriate link below.
- Setting options for new 1040 clients
- Setting options for new 1120 clients
- Setting options for new 1065 clients
- Setting options for new 1041 clients
- Setting options for new 990 clients
- Setting options for new 709 clients
- Setting options for new 706 clients
- Setting options for new 5500 clients
- Setting options for new 2290 clients
Setting options for all clients
You can set specific options that will apply to all clients (existing and new clients) of a certain entity type. The options you select apply to all new and existing clients until you change the setup options again. For information on setting options for all clients, click the appropriate link below.
- Setting options for all 1040 clients
- Setting options for all 1120 clients
- Setting options for all 1065 clients
- Setting options for all 1041 clients
- Setting options for all 990 clients
- Setting options for all 706 clients
- Setting options for all 709 clients
- Setting options for all 5500 clients
- Setting options for all 2290 clients
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