UltraTax CS
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
depreciation treatments, setting up
(see also MACRS)
calculation options for non-ACRS assets
creating from component assets
Alternative Minimum Tax
frequently asked questions about Form 6251 (1040)
setting up depreciation treatments
(see also Individual (1040) returns)
Apportionment
setting up associations for state apportionment
Archer MSAs (see Medical and health savings accounts)
selecting with Method/Life Wizard
changing default starting field
customizing placement of association fields
(see also Associations)
(see also Depreciation)
(see also Disposition of assets)
deducting start-up and organization costs in 1065 returns
depreciation issues for entering in 1040 state returns
depreciation issues for entering in 1041 state returns
depreciation issues for entering in 1065 state returns
entering automobile expenses (1040)
entering sale of non-inventory assets (990)
processing casualties and thefts (1040)
processing casualties and thefts (1120)
processing sales of business and capital (1040)
transferring to activities and associations
customizing field placement in Asset Detail dialog
for personal property tax returns
setting up Association Wizard for
At-risk activities
frequently asked questions (1040)
frequently asked questions (1120)
B
frequently asked questions about allocating (1041)
frequently asked questions about distribution calculations (1041)
Benefit plans (see Employee Benefit Plan [5500] returns)
marking assets as located in Disaster Area
marking assets as located in Gulf Opportunity Zone
marking assets as not located in Disaster Area
marking assets as not located in Gulf Opportunity Zone
marking clients as located in Disaster Area
marking clients as located in Gulf Opportunity Zone
modifying treatment’s compliance with
Business use percentages, entering
greetings, modifying and inserting
overview of Email Business Organizer
overview of Business Organizer
overview of Web Business Organizer
C
California 1120C depreciation, overview
Capacities
of federal UltraTax CS products
C Corporations (see Corporation [1120] returns)
Charitable trusts (see Fiduciary [1041] returns)
enabling access in UltraTax CS
overview of using in UltraTax CS
Client complexity values, assessing returns by
printing in English or Spanish
Client notes, attaching to returns
greetings, modifying and inserting
Lite Client Organizer packages
overview of Email Client Organizer
overview of UltraTax/1040 Client Organizer
overview of Web Client Organizer
Client processing
Complexity values, assessing returns by
Contributions, entering for 990 returns
Cooperative Associations (see Corporation [1120] returns)
consolidated return procedures
Shareholder Information procedures
Cover letters for 1040 client organizer
deleting and reinstalling software updates
downloading and applying software updates
downloading and installing updated licenses
frequently asked questions about
troubleshooting connection issues
troubleshooting software update errors
importing data from Excel into
D
adding, for office share and branch licensees
specifying, for UltraTax CS clients and integrated programs
specifying one of multiple, for firms and branches
switching between firm and personal
letters, creating and modifying
reports, creating and modifying
Date discrepancies between UltraTax CS and Fixed Assets CS, resolving
Date-in-service depreciation tax assumptions
(see also Assets)
(see also Bonus depreciation)
(see also Disposition of assets)
(see also Treatments for depreciation)
frequently asked questions about Form 4562 (1041)
issues for entering assets in 1040 state returns
issues for entering assets in 1041 state returns
issues for entering assets in 1065 state returns
specially allocated, reporting in 1065 returns
tax assumptions in UltraTax CS
enabling access in UltraTax CS
overview of using in UltraTax CS
Diagnostic messages, reviewing
Dillner’s Full Contact Accounting System
(see also Assets)
displaying prior-year disposals for personal property tax returns
entering Book calculation information
entering mass dispositions, restrictions for
Documents (see Client documents)
Domestic Partnership 1040 returns
(see also Individual (1040) returns)
(see also Individual (1040) returns)
Double declining balance depreciation method (see Old law)
(see also Individual (1040) returns)
E
Earned income credit and preparer’s checklist, frequently asked questions
Education expense optimization
calculating optimal deductions
EFW, paying balance due extension
Elections
entering 1377(a)(2) termination dates (1120)
Electronic filing
correcting errors in electronic files
frequently asked questions about 990 returns
frequently asked questions about 1040 returns
frequently asked questions about 1041 returns
frequently asked questions about 1065 returns
frequently asked questions about 1120 returns
frequently asked questions about 5500 returns
limitations of forms and field sizes
PDFs, attaching to electronic returns
Personal Identification Number (PIN) program for 1040
submitting preliminary applications for
troubleshooting error and reject codes
using Refund Advantage bank products for 1040
sending data and documents to clients via
sending Data Mining letters via
sending tax returns to clients via
greetings, modifying and inserting
Email Electronic Client Organizer
greetings, modifying and inserting
Employee Benefit Plan (5500) returns
entering property descriptions
Estimated taxes
frequently asked questions (1040)
frequently asked questions (1041)
Excel (Microsoft Excel)
exporting and importing 1040 allocation information
exporting and importing 1041 allocation information
exporting and importing 1120 apportionment data
exporting and importing 1065 apportionment data
exporting and importing partner information
exporting and importing shareholder information
Exempt organization (990) returns
entering unrelated business income and expenses
F
File locations (see Data locations)
printing UltraTax CS documents to
Filing instructions (see Client documents)
Filing Status Optimization utility
calculating optimal filing status
transferring depreciation data from
Flash Player, viewing demos with
Folders listed in Folders block
customizing order and visibility
Foreign corporations
frequently asked questions (1040)
(see also Partnership [1065] returns)
Foreign tax credits and earned income
frequently asked questions (1040)
frequently asked questions (1041)
enabling access in UltraTax CS
overview of using in UltraTax CS
Frequently asked questions, accessing
Functional expenses, entering for Form 990
Fundraising activities, entering for 990 returns
G
Gas and oil assets
entering marginal oil depletion rates for (1040)
General ledger balances, overview of retrieving
configuring UltraTax CS to send documents to
storing UltraTax CS documents in
Guaranteed payments, frequently asked questions (1065)
Gulf Opportunity Zone (see Bonus depreciation)
H
Health savings accounts, frequently asked questions (1040)
resources for learning UltraTax CS
frequently asked questions (1040)
viewing prior-year depreciation data
Homeowner’s Associations (see Corporation [1120] returns)
Home Page in UltraTax CS, using
I
Images, inserting into client documents
Indiana, 1040 frequently asked questions for
calculating optimal filing status
processing with multiple states
Individual retirement accounts
frequently asked questions (1040)
customizing order and visibility
Dillner’s Full Contact Accounting System
Universal Business Computing Company
Interest rates, updating for specific entities
service center changes for filing 1040 returns
service centers for filing 1040 returns
Internal Revenue Service Notice 2000-4
and like-kind exchanges in UltraTax CS
depreciation tax assumption for like-kind exchanges
Investment income and expenses, frequently asked questions (1040)
J
Joint 1040 returns
(see also Individual (1040) returns)
K
L
Large Partnership returns
(see Partnership (1065) returns)
Letters, transmittal (see Client documents)
and IRS Notice 2000-4 in UltraTax CS
Limiting access to client tax returns
(see also Status events)
Listed property types (see Vehicle assets)
(see also Vehicle assets)
M
(see also ACRS)
and calculations in UltraTax CS
calculation options, specifying for non-MACRS assets
Mailing slipsheets for client organizer
Married Filing Joint 1040 returns
(see also Individual (1040) returns)
restrictions on selecting assets
Medical and health savings accounts, frequently asked questions (1040)
Menus and toolbars in UltraTax CS
forcing assets to calculate using
including and excluding assets from calculation
Multiple-state processing
exporting multi-state allocation information to Excel (1040)
importing multi-state allocation information from Excel (1040)
N
Net operating loss carryback overview - Form 1045 (1040)
carrying back an NOL using Form 1040X
Nonresident Alien 1040 returns
(see also Individual (1040) returns)
O
Office-in-home processing (see Home offices)
entering marginal oil depletion rates for (1040)
designating assets as real property
setting for new and existing clients
setting system configuration options
viewing expense calculations for assets
Organizer (see Client Organizer or Web Client Organizer)
P
Partial dispositions, entering
Partner allocation, frequently asked questions
Partner basis
entering for partnership returns (1065)
Passive activities
frequently asked questions (1120)
frequently asked questions about passive losses (1040)
acquiring authorization codes via CS Connect
Personal Identification Number (PIN) program for electronic 1040 returns
Personal property tax returns, entering asset data for
exporting UltraTax/1040 client data to
Political Organizations (see Corporation [1120] returns)
enabling access in UltraTax CS
overview of using in UltraTax CS
exporting invoice information to
assigning to all unassigned clients
assigning to groups of clients
customizing for client organizers
customizing for returns filed electronically
customizing for shareholder, partner, and beneficiary packages
Printing
blank organizer packages for new clients
client documents in English or Spanish
Prior-year disposals, displaying for personal property tax returns
Private foundation (990-PF) returns
entering unrelated business income and expenses
Procedures, processing returns
Q
enabling access in UltraTax CS
overview of using in UltraTax CS
R
Read-only view, opening returns in
Real Estate Investment Trusts (see Corporation [1120] returns)
qualified for section 179 expenses
Refund Advantage (see Tax Refund Solutions banking products [1040])
depreciation tax assumption for like-kind exchanges
how UltraTax CS handles like-kind exchanges for
enabling access in UltraTax CS
Retirement contributions
frequently asked questions about Keogh, SEP, and SIMPLE
frequently asked questions about Roth IRAs
Return processing
enabling access in UltraTax CS
overview of using in UltraTax CS
Roth individual retirement accounts
S
S Corporations (see Corporation [1120] returns)
customizing order and visibility
Section 168(k) (see Bonus depreciation)
Section 179
eligible property, forcing or preventing
expenses in partnership returns
modifying treatment limitations
viewing expense calculations for assets
entering organizational expenses
viewing expense calculations for assets
Section 280F, recapturing amounts
assigning advanced security groups
assigning users to advanced groups
Self-employment
frequently asked questions (1040)
frequently asked questions (1065)
Shareholder basis
entering for S Corporations (1120)
entering change of ownership information
procedures and reference information
Social Security numbers, masking for 1040 clients
restrictions for selecting assets for mass dispositions
Source documents, delivering with tax returns
Special events, entering for 990 returns
assigning to all unassigned clients
assigning to groups of clients
viewing expense calculations for assets
State allocation
exporting multi-state allocation information to Excel (1040)
importing multi-state allocation information from Excel (1040)
Statements
frequently asked questions (1120)
importing data from Excel into
logged automatically by UltraTax CS
restricting access to client data with
Straight-line depreciation method (see Old law)
Sum-of-the-years-digits depreciation method (see Old law)
configuring UltraTax CS after renewing the program
configuring UltraTax CS as a new user
setting options for new and existing clients
T
retrieving general ledger balances using
tax rates and inflation-adjusted amounts
Tax Refund Solutions banking products for electronic 1040 returns
Tick marks, using to review returns
Toolbars and menus in UltraTax CS
Traded assets (see Like-kind exchanges)
Transferring assets between activities or associations
Transmittal letters (see Client documents)
copying asset data from Tax to Book treatment
copying asset data from Tax to state treatment
luxury auto limitations, applying
modifying for bonus depreciation compliance
modifying Section 179 expense limitations
options for asset data entry and calculations
setting up with Method/Life Wizard
specifying states after converting data
Trusts (see Fiduciary [1041] returns))
U
Universal Business Computing Company
Unrelated business income and expenses
User bulletins, viewing and printing
setting options for new and existing clients
V
(see also Luxury auto)
entering automobile expenses (1040)
entering depreciation information
Form 4562, completing for depreciation
New York sport utility vehicles
property types in asset module
viewing prior-year depreciation data
W
Walkthroughs
assembling web business organizers
retrieving data and file attachments from
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