Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Screen WJGen - Wisconsin Personal Property Tax

Overview

Use this screen to complete general information for Form PA-003.

Federal-to-state input screen and asset module data transfer

If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example:
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.

Statements

Many data entry fields provide predefined statements in which you can enter additional information. For additional information, view the Statements overview.

Accessing frequently asked questions

To view answers to common questions about calculations and data entry issues, select Help, Additional Resources, then Frequently Asked Questions. For details, view Accessing frequently asked questions (FAQs).

General Information

Use this section to record general information for the client’s Wisconsin PPT return.
Enter
X
 to force UltraTax CS to use data from the
WI
treatment
 column in Fixed Assets CS or the asset module in UltraTax CS.
Enter
X
 to force UltraTax CS to use the net book value if no fair market values have been entered for applicable assets.
Enter the business or property owner’s name. If there is no separate business name, the property owner’s name prints in the mailing address field and appears as the legal name of the taxpayer.
Enter
T
 (taxpayer),
S
 (spouse), or
J
 (joint) to indicate which name(s) should print on the return. If you leave this field blank, UltraTax CS defaults to taxpayer.
Use this field to enter the Doing business as (DBA) name. This field applies to all personal property returns for this client. Use the
Doing business as
 field in Screen WJReturn to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the DBA entered on the federal return.
Enter the federal employer identification number. This field applies to all returns for this client. Use the
EIN
 field in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the federal employer identification number entered on the federal return.
Use these fields to enter the owner address number and street, city, state, and zip code. These fields apply to all returns for this client. Use the
Owner’s information
 fields in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave these fields blank, UltraTax CS defaults to the address information entered on the federal return.
Enter the taxpayer telephone number. This field applies to all returns for this client. Use the
Owner’s information: Telephone number
 field in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the federal client phone number.
Enter the taxpayer fax number. This field applies to all returns for this client. Use the
Owner’s information: Fax number
 field in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the federal client fax number.
Enter the owner’s e-mail address. This field applies to all returns for this client. Use the
Owner’s information: E-mail address
 field in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the federal owner’s e-mail address.
In this statement dialog, enter the description of the business engaged in. This field does not apply to manufacturing returns. Use the
Engaged in business of
 field in Screen WJReturn to make the change for a particular return.
Select the entity type from the drop-down list. This field applies to all returns for this client. Use the
Entity type
 field in Screen WJReturn or Screen WJMfg to make the change for a particular return. If you leave this field blank, UltraTax CS defaults to the federal business entity.
Select the applicable change of business from the drop-down list. This field does not apply to manufacturing returns. Use the
Change of business
 field in Screen WJReturn to make the change for a particular return.
Type Code
Description
1
Discontinued
2
Incorporated
3
Sold
4
Moved
Enter the date that the business was changed. This field does not apply to manufacturing returns. Use the
Date business was changed
 field in Screen WJReturn to make the change for a particular return.
If the business was sold, enter the name and address information for the new owner in these fields. These fields do not apply to manufacturing returns. Use the
New owner
 fields in Screen WJReturn to make the change for a particular return.
Enter the taxpayer’s name for the signature line if different than the federal officer (990 or 1120), tax matters partner (1065), taxpayer (1040), or fiduciary (1041).
Enter the extension for the preparer telephone entered in Setup, Office Configuration then Preparers.
Enter the fax number for the preparer. If you leave this field blank, UltraTax CS defaults to the data entered in Setup, Office Configuration then Preparers.
Enter the e-mail address for the preparer. If you leave this field blank, UltraTax CS defaults to the data entered in Setup, Office Configuration then Preparers.
Enter
X
 to suppress appearance of the preparer e-mail address in the signature block of all returns for this client.
Enter
X
 to print all pages of Form M-P. The default is to print only those pages with data.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close