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990 Federal tab

Use this tab to enter interest rates and setup information for UltraTax CS to help you prepare a federal Form 990. From this screen, you can open other windows and dialogs to modify default client documents, set invoice prices, modify the default print collations for input screens and returns, modify watch fields, modify default complexity values, and enter more 990-specific information.
To open this tab, select
Setup
,
990 Exempt Organizations
, then the
Federal
 tab.

Fields and buttons

The rates known at the time of shipment are displayed. To change the rate for any of the displayed periods, select the appropriate field and enter the new rate as a whole number. For example, enter
11
 for 11%.
Document format group box
Select this option to have UltraTax CS print a transmittal letter for each client and separate filing instructions for each federal and state return. Note that this option is marked by default.
By default, the application prints a transmittal letter for each client and separate filing instructions for each federal and state return. Select this option to print a separate transmittal letter for each client but combine the federal and state filing instructions into one document in letter format.
By default, the application prints a transmittal letter for each client and separate filing instructions for each federal and state return. Select this option to combine the transmittal letter and all filing instructions (federal and state) into one document in letter format.
Additional information group box
Select this button to open the
New Client Options
 window where you can set options that will apply to all 990 clients subsequently added.
Select this button to open the
Other Return Options
 screen where you can set options that apply to all 990 clients.
Documents group box
Select this button to open the
Letters & Emails
 window from which you can open the
Document Editing
 window. In this window, you can add up to 5 new transmittal letters, or edit the transmittal letters provided with this application.
Select this button to open the
Filing Instructions
 window, from which you can open the
Document Editing
 window. In this window, you can edit the filing instructions provided with this application.
Select
Invoice
 to open either the
Invoices
 window (select
Text & Format Options
 from the dropdown list) or the
Invoice Pricing
 window (select
Pricing
 from the dropdown list). From the
Invoices
 window, you can open the
Document Editing
 window. In the
Document Editing
 window, you can create up to 5 additional invoices for each application, edit the invoice provided with this application, and choose invoice formatting options. In the
Invoice Pricing
, you can enter the amount to charge per form or item for this application.
Select this button to open the
Elections
 window from which you can open the
Document Editing
 window. In this window, you can edit the tax elections provided with this application or add additional elections.
Select this button to open the
Slipsheets
 window, from which you can open the
Document Editing
 window. In this window, you can edit the slipsheets provided with this application.
Collation group box
Select this button to open either the
Input Screen Printing
 window or the
Data Entry Display
. You can use the
Input Screen Printing
 window to change the default print conditions of this application's input screens, and the
Data Entry Display
 to configure the order and visibility of input screens and folders for a specific entity.
Select this button to open the
Return Collation
 window in which you can change the default print collations for returns processed with this application or for the Client Organizer package.
Other group box
Select this to open the
Watch Fields
 window, where you can modify or remove existing watch fields or their descriptions. You can also restore the default watch fields and descriptions using the
Watch Fields
 window.
Select this button to open the
Client Complexity
 to modify the default complexity values for all clients for the installed returns and applications and the federal input screens. You can also use this window to restore the default complexity values or print a report of the entered complexity values.
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