New Client Options dialog (709)

Use this window to set options that will apply to all 709 clients subsequently added to UltraTax CS.
To open this window, go to Setup, 709 Gift Tax, then Federal tab, then select New Client Options.

Other group box

Tax return delivery method (Screen Contact)
Select
Paper
,
Email
, or
File
from the dropdown list to specify the delivery method. The method selected will be reported in the Return Delivery column of the Setup, Client Communications window.
Mailing address for filing instructions (Screen Letter)
UltraTax CS defaults to printing both the U.S. mail and the private delivery address in the filing instructions. To change this default, select the option from this dropdown list.
Taxing authority may discuss return with preparer (Screen 709)
Select either
Yes
or
No
to mark the corresponding box for the "May the IRS discuss this return with the preparer shown below" question on Form 709, Page 1.
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