Set options for new 709 clients

Do the following steps to specify setup options for all 709 clients subsequently added to UltraTax CS. The options apply during the 1st time you open a client in UltraTax CS.
  1. Select
    Setup
    , then
    709 Gift Tax
    .
  2. Select
    New Client Options
    in the
    Additional information
    section to open the
    New Client Options
    window.
  3. Select the option you want.
  4. Select
    OK
    to accept the settings and close the window, or select
    Cancel
    to close the window without saving the changes to the option settings.
  5. Select
    OK
    to close the
    709 Product Information
    window.
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