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Future of professionals report 2025
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Other Return Options > Proforma tab (1120)
Show all hidden content
Use this tab to set various proforma options that will apply to all 1120 clients.
To view this tab, select
Setup
, 1120 Corporation
, select the Federal
tab, select Other Return Options
, then select the Proforma
tab.note
- Depending on your security configuration, there might be a prompt asking you to enter the master password before you can open any entity type's tab.
- The options set in this tab will also apply to 1120 clients whose data was converted from another tax application.
Fields & buttons
Custom electronic delivery passwords from the Client Communications dialog
Mark this checkbox to proforma any passwords that were overridden (indicated in red) from the
Client Communications
window in the Setup
, then Client Communications
window.To protect the security of tax information, electronic returns are password-protected. UltraTax CS can generate these passwords using the options specified on this window, or you can create custom passwords by entering passwords in the
Passwords
column in the Client Communications
window.Custom transmittal letter and invoice number (Screen Letter)
UltraTax CS automatically proformas the
Custom transmittal letter number
and the Custom invoice number
fields in the Letter
screen. If you prefer not to proforma the custom transmittal letter number and the custom invoice number, clear this field prior to proforma processing.File the return electronically
UltraTax CS automatically proformas the
File this return electronically
field in the ELF
screen if this field was marked in the prior-year client. If you prefer to manually designate each client to be filed electronically, clear this field prior to proforma processing.note
This checkbox applies to all 1120 clients.
Form 8283 general and donee organization information
Mark this checkbox to have Form 8283, Page 1 general and donee organization information proforma. If this checkbox is not marked, Form 8283 information won't proforma.
note
This checkbox applies to all 1120 clients.