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Comparative Analysis Options dialog (1040)
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Use this dialog to select options for the Client and Comparative Analysis reports.
To open this dialog, choose Setup, 1040 Individual, and then Other Return Options, select the Other tab, and select the
Analysis Options
button.Fields & Buttons
Client Analysis Options group box
Use this group box to enable printing of the Client Analysis Report, to enable the Client Analysis diagnostics tab, and to modify the configuration of the chart displayed on the report.
Print Client Analysis Report and enable Client Analysis diagnostics tab
Mark this checkbox to enable the Client Analysis Report and Client Analysis diagnostics tab. The Client Analysis Report provides helpful tax planning tools, tips, and charts based on the data entered in the client return and will print by default in the Preparer print collation. The Client Analysis diagnostics tab lets you track this information while preparing the return. To access the Client Analysis diagnostics tab, choose View and then Diagnostics and select the Client Analysis tab. You can acknowledge items or select items to be redirected to the applicable input screen related to each item.
note
When this checkbox is cleared, Client Analysis diagnostics will still display as FYI diagnostics.
Chart Configuration
Use the following fields and buttons to customize the chart information that is displayed at the bottom of the first page of the Client Analysis Report.
- Figure:Select a figure from the drop-down list.
- Type of chart:Select bar chart, line chart, or none from the drop-down list.
- Complete the Projected column:Select one of the following options for the Client Analysis Report Projected column.
- Always:Always includes the projected information in the next year Projected column and charts on the Client Analysis Report. Always is the default selection.
- If Tax Projection Wrk is printing:Include the projected information only for clients who have the Tax Projection Worksheet printing.
- Never:Never include the projected information.
- Print charts without shading:Mark this checkbox to print the chart without the shading that appears under the graph lines.
- Restore:Select this button to restore the chart options to the original settings.
Comparative Analysis Options group box
Use this group box to enable printing of the Schedule A and Schedule C Comparative Analysis reports and to modify the deviation percentage that the reports use to indicate a difference.
Print Comparative Analysis Reports
Mark this checkbox to print a report that compares actual amounts from Schedule A and Schedule C to national average amounts posted on the IRS website by the Statistics of Income (SOI) Division. The Schedule A and Schedule C Comparative Analysis reports will give a notification when the actual amount for an item on the report is less than or more than the estimated IRS average by certain percentage. If a deviation percentage is not entered, UltraTax CS uses the estimated IRS averages as the benchmark for comparison. To increase the deviation, enter a percentage in the fields provided.
note
- This option applies to all 1040 clients.
- With this option marked, the client must still have Schedule A or Schedule C included in the return for the comparative analysis reports to print.
- The Schedule A Comparative Analysis average estimates Percent of AGI column is based on IRS Table 2.1 - Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items, by Size of Adjusted Gross Income, Tax Year 2017.
- The Schedule C Comparative Analysis average estimates Percent of Sales column is based on IRS Table 2 - Nonfarm Sole Proprietorships: Income Statements, by Industrial Sectors, Tax Year 2017. This table is included as part of the IRS's2025fall Statistics of Income bulletin for sole proprietors.
For Schedule A...
The Schedule A Comparative Analysis average estimates Percent of AGI column is based on IRS Table 2.1 - Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items, by Size of Adjusted Gross Income, Tax Year 2017. The report calculates the IRS average estimates as a percentage of AGI using the average AGI and average deduction taken within the given AGI range from the IRS spreadsheet.
For example, in the $100,000 to $199,999 AGI range, assume the average AGI is $136,293 and the average deduction for real estate taxes is $4,703 for those taxpayers that claimed real estate taxes. The Schedule A - Actual vs. IRS Comparison Analysis Report assumes that the average amount of real estate taxes claimed by a taxpayer in the $100,000 to $199,999 AGI range is 3.45 percent ($4,703 divided by $136,293) of their actual AGI.
For Schedule C...
The Schedule C Comparative Analysis average estimates Percent of Sales column is based on IRS Table 2 - Nonfarm Sole Proprietorships: Income Statements, by Industrial Sectors, Tax Year 2017. This table is included as part of the IRS's
2025
fall statistics of income bulletin for sole proprietors. The report calculates the IRS average estimates as a percentage of sales (gross receipts less returns and allowances) using the average sales amount and the average income or expense amount for the business type indicated (or similar business type).For example, assume that for offices of certified public accountants (PBA Code 541211), the average amount of receipts is $82,160 ($4,385,854,000 total receipts divided by 53,382 total returns). The average utilities expense is $2,122 for the same business code ($113,286,000 total utilities expense divided by 53,382 returns). The Schedule C - Actual vs. IRS Comparison Analysis Report assumes that the average amount of utilities expense for the offices of certified public accountants business code is 2.58 percent ($2,122 divided by $82,160) of their actual receipts.
Other
Include IRS National averages on the Diagnostics page when the return deviation is more than:
Mark this checkbox to have UltraTax CS display informational diagnostics when certain items in the return (such as charitable contributions, itemized deductions, and alternative minimum tax) exceed the most recently published IRS averages for a specified adjusted gross income range. If a deviation percentage is not entered, UltraTax CS uses default averages calculated by the IRS as the benchmark for comparison. To increase the deviation, enter a percentage in the field provided. When this checkbox is not marked, informational diagnostics for IRS averages will not be displayed.
note
- This option applies to all 1040 clients.
- The IRS national averages used to determine the applicable percentage deviation are based on the most recent statistical information published by the IRS, as provided in IRS Table 2.1 – Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items, by Size of Adjusted Gross Income, Tax Year 2014.