Other Return Options > Proforma tab (1120)

Use this tab to set various proforma options that will apply to all 1120 clients.
To view this tab, select
Setup
,
1120 Corporation
, select the
Federal
tab, select
Other Return Options
, then select the
Proforma
tab.

Fields & buttons

Mark this checkbox to proforma any passwords that were overridden (indicated in red) from the
Client Communications
window in the
Setup
, then
Client Communications
window.
To protect the security of tax information, electronic returns are password-protected. UltraTax CS can generate these passwords using the options specified on this window, or you can create custom passwords by entering passwords in the
Passwords
column in the
Client Communications
window.
UltraTax CS automatically proformas the
Custom transmittal letter number
and the
Custom invoice number
fields in the
Letter
screen. If you prefer not to proforma the custom transmittal letter number and the custom invoice number, clear this field prior to proforma processing.
UltraTax CS automatically proformas the
File this return electronically
field in the
ELF
screen if this field was marked in the prior-year client. If you prefer to manually designate each client to be filed electronically, clear this field prior to proforma processing.
Mark this checkbox to have Form 8283, Page 1 general and donee organization information proforma. If this checkbox is not marked, Form 8283 information won't proforma.
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