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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.
note
- Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.
- All of the options can be overridden on a client-by-client basis. For details, select the field-specific links below.
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.note
- The tax return method can be viewed (but not changed) in the client's Screen Contact, located in the General folder.
- This option applies to the taxpayer for all 709 clients subsequently added to UltraTax CS.
- For clients whose data was converted from another tax application, the options set in the New Client Options window at the time the client was first opened in UltraTax CS will apply.
- To set or override this option on a client-by-client basis, select the item from the dropdown list in the Return Delivery column, in 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.
note
- To set or override this option on a client-by-client basis, select the option from the dropdown list for theMailing address for filing instructionsfield on Screen Letter in the General folder.
- This option applies to all 709 clients subsequently added to the application.
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.note
- To set or override this option on a client-by-client basis, select the option in theIRS may discuss return with preparerfield in Screen 709, located in the General folder.
- This option applies to all 709 clients subsequently added to the application.