Partner Data Entry > Oregon tab

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Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.
To update a partner's state-specific information, select that partner in the Partner Information window, then select the appropriate state tab.

Fields & buttons

Withholding information group box
Affidavit on file
Mark this checkbox to indicate that the partner has an affidavit on file with the Oregon Department of Revenue. UltraTax CS will not calculate withholding tax.
Prepare nonresident affidavit
Mark this checkbox if the partner is filing the affidavit in the current year. UltraTax CS will prepare the Oregon affidavit for a nonresident owner in a pass-through entity and will not calculate withholding tax.
Affidavit revocation filer
Mark this checkbox if the partner is revoking a previously filed affidavit.
Revocation
Select the reason for revocation from the drop-down list. UltraTax CS uses this information to complete the Oregon Affidavit.
Owner name
Enter the name of the grantor trust and disregarded entity owner to complete Form OR-19 and Schedule OR-OC-1.
SSN / EIN
Enter the Social Security number (SSN) / Employer Identification Number (EIN) of the grantor trust and disregarded entity owner.
Owned by corporation
Mark this checkbox if a corporation owns the disregarded entity.
Composite information group box
Composite filer
Mark this checkbox to include this partner in the composite return filing.
Filing status
Select the filing status of the nonresident individual. UltraTax CS uses this information to complete Form OR-OC, Schedule OR-OC1.
Type of tax
Select the type of tax from the drop-down list for Schedule OR-OC2.
OR-LTD/OR-TM information group box
Owner not individual
Mark this checkbox if the partner is not an individual. This box is only available when the partner type is disregarded entity, partnership, or grantor trust and the return is being electronically filed.

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