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.

There are certain worksheets/calculations that the IRS will request to substantiate a calculation / deduction. Review Publication 536 (Page 2 Tip) to learn when you must attach the worksheet calculation.

UltraTax CS is automating this process and automatically attaching the following as a PDF file to the electronic file: Partner’s basis worksheets, Shareholder’s basis worksheets, Net operating loss worksheets; and Education savings account (ESA) and Qualified Tuition Program (QTP) worksheets. Any of the auto-generated worksheets can be suppressed from being included in the electronic file on Screen 8453 in the Electronic Filing folder.

To globally suppress all auto-generated PDF attachments to the electronic file for all clients not yet opened , in Setup > 1040 Individual > Federal > Other Return Options > Other tab, mark the Suppress all auto-generated PDF attachments in the e-file (Screen 8453) checkbox.

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