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Officer Information > Officer Information tab (990)
To get to this tab, choose View, Contributor/Officer, then Officer Information.
Use this tab to enter general officer information such as name and address. UltraTax CS uses this information to complete both the federal and state returns. Also, the application automatically updates the information in the Officer spreadsheet at the top of the Officer Information window when you enter officer data in this tab.
note
- Toadda new officer, select Add. UltraTax CS opens a blank Officer Information tab where you can enter the new officer's information. You can add up to 250 officers for each 990 client.
- Todeletean officer, highlight the officer in the Officer spreadsheet at the top of the Officer Information window, and select Delete.
- Toupdatean existing officer's general information, highlight the officer in the Officer spreadsheet at the top of the Officer Information window, and edit the information in the Officer Information tab.
note
Electronic Filing Note:
See General and input screen-specific topics for electronic returns for data-entry guidelines to prevent electronic filing rejections.General
Name and Address
Enter the officer's name and address information in the boxes in this section.
Foreign Address
Country
Select the alpha code for the officer's foreign country and US possession from this dropdown list, and then select the foreign country from the dropdown list that opens.
Province or state
Enter the province or state for the officer's foreign country in this box.
Contact
Signature Officer
Indicate the officer who will sign the return(s). The name and title of the selected officer is included in the electronic file.
Principal Officer
Indicate the principal officer. This information is used to calculate Form 990, Page 1 and included on the electronic postcard 990-N.
Position
Position / Title / Officer Type (E-Filing)
Enter the position, title, officer type for any current or former persons in the required categories, as indicated. Entries in these boxes complete Form 990, Parts VII and IX and Schedules J. This information proformas from year to year.
Former
Mark this checkbox to exclude the officer from the list on Form 990, Part VII, Section A when compensation is less than $100,000. If the compensation is greater than $100,000 the officer will be listed on Part VII along with Schedule J.
Books in car
Mark this for the officer who holds books for the organization. Marking this box requires completion of the officer’s address, as the organization’s address will not default. In addition, forms that report the books in care of information will use the organization’s phone and fax.