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New Client Options window (States)
Show all hidden content.
Use this screen to enter various information that will apply to all new clients for this UltraTax CS state application.
To open this screen, select , and select
Setup
[Entity]
[State]
New Client Options
. Note that not all state tabs contain this button.note
Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.
If applicable, each state application provides state-specific options that are unique to that state's processing needs.
Options that apply to all states for a given entity are entered in the New Client Options window accessed via the Federal tab. The response entered in the Federal tab transfers to the appropriate state input screen for all new clients.
note
Some states' New Client Options windows may not have all the fields listed here, or may have additional fields.
Overpayment application
To tell UltraTax CS how you want to apply any current-year overpayment, select the appropriate option from this dropdown list.
note
- This amount applies to all 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 when you first open the client apply.
- To set this option on a client-by-client basis (or to override this option a specific client), select the appropriate selection from theApplication of current year overpaymentdropdown list on the state-specific input screen.
Next year's estimate declaration
To tell UltraTax CS which method you will use to determine the amount of next year's estimated tax, select the appropriate option from this dropdown list.
note
- This option applies to all clients subsequently added to UltraTax CS.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialog when you first open the client will apply.
- To set this option on a client-by-client basis (or to override this option for a specific client), select the appropriate selection from theForm … declaration for next yeardropdown list on the state-specific input screen.
Round estimates by
Enter the amount up to which you want to round estimated payments. The estimated payments will be rounded up to the nearest factor indicated.
For example, to round each estimate payment up to the nearest $10, enter
10
in this field.note
- UltraTax CS automatically rounds each estimate payment up to the next dollar if nothing is entered here or in theAmt to round up each estimate fieldon the state-specific input screen.
- This amount applies to all 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 when you first open the client will apply.
- To set this amount on a client-by-client basis (or to override this amount for a specific client), enter the appropriate amount in theAmt to round up each estimatefield on the state-specific input screen.