New Client Options window (States)

Use this screen to enter various information that will apply to all new clients for this UltraTax CS state application.
To open this screen, select
Setup
[Entity]
[State]
, and select
New Client Options
. Note that not all state tabs contain this button.
If applicable, each state application provides state-specific options that are unique to that state's processing needs.
Options that apply to all states for a given entity are entered in the New Client Options window accessed via the Federal tab. The response entered in the Federal tab transfers to the appropriate state input screen for all new clients.
To tell UltraTax CS how you want to apply any current-year overpayment, select the appropriate option from this dropdown list.
To tell UltraTax CS which method you will use to determine the amount of next year's estimated tax, select the appropriate option from this dropdown list.
Enter the amount up to which you want to round estimated payments. The estimated payments will be rounded up to the nearest factor indicated.
For example, to round each estimate payment up to the nearest $10, enter
10
in this field.
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