Product Information dialog

Show expandable text

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.

Use this dialog to set up interest rates and enter product-specific information for each federal and state application that you have installed. From this dialog, you can also open other windows and dialogs in which you can modify default client documents, set invoice prices, modify the default print conditions for input screens and returns, modify client complexity values, and enter more product-specific information.

To open this dialog, choose Setup > [Entity]. For example, to set up the defaults for the UltraTax/1040 federal application, choose Setup > 1040 Individual. If the name of a federal entity is disabled on the Setup menu, it is because you do not have it installed.

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open any Product Information dialog.

Federal and Organizer tabs

State tabs

If you installed one or more state applications for the entity type, state tabs appear in this dialog. 

Related topics

Application-specific options overview

Was this article helpful?

Thank you for the feedback!