Other Return Options > Client Documents tab (1120)
Use this tab to set client document options that will apply to all 1120 clients.
To view this tab, select
Setup
, then
1120 Corporation
, select the
Federal
tab, select
Other Return Options
, then select the
Client Documents
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 also apply to 1120 clients whose data was converted from another tax application.
Fields & buttons
Client Documents group box
Include list of returns in transmittal letter
Mark this checkbox to have UltraTax CS list the federal and state tax returns prepared for the client in the transmittal letter. Note that this option is marked by default.
note
This checkbox applies to all 1120 federal and state clients.
Print "AS SOON AS POSSIBLE" in Filing Instructions when applicable
Mark this checkbox to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the filing instructions. "AS SOON AS POSSIBLE" prints in any of the following situations:
The return wasn't extended and the system date of your computer is
after
the original due date of the return.
The return was extended and the system date of your computer is
after
the extended due date of the return.
The return was extended, the return has a balance due, and the system date of your computer is
before
the extended due date of the return.
If the return is marked for extension, and the return is printed
before
the extended due date, the extended due date will print in the filing instructions.
If the return is marked for extension, the return has a balance due, and the return is printed
after
the original due date but before the extended due date, "AS SOON AS POSSIBLE" will print in the filing instructions.
If the return is marked for extension and the return is printed
after
the extended due date, "AS SOON AS POSSIBLE" will print in the filing instructions.
The due date of your return will be reported as the date in the
Date return filed
field in the
Pen
screen, if there is an amount due.
The
Number of days to add to "date printed"
field is used to determine the system date of your computer. To go to this field, select
Setup
,
1120 Corporation
,
Federal
tab, and select
Options
in the
Transmittal letter
window.
note
This checkbox applies to all 1120 federal and state clients.
Only if penalties and/or interest exist
Mark this checkbox to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the return filing instructions only when penalties and/or interest exist in the return.
If this checkbox is marked, the system date of your computer is
after
the original due date, and there are no penalties or interest, the due date prints instead of "AS SOON AS POSSIBLE."
note
This checkbox applies to all 1120 federal and state clients.
After original due date of return
Mark this checkbox to have UltraTax CS print "AS SOON AS POSSIBLE" instead of the due date in the filing instructions only when the return is filed after the original due date.
If this checkbox is marked and the system date of your computer is before the original due date of the return, the due date prints instead of "AS SOON AS POSSIBLE."
note
This checkbox applies to all 1120 federal and state clients.
Print engagement letter
Mark this checkbox to have UltraTax CS print the engagement letter. To edit the text of the engagement letter, select
Setup
,
1120 Corporation
,
Federal
tab, select
Letters & Emails
, select
1120 Engagement Letter
, then select
Open
.
note
This checkbox applies to all 1120 federal and state clients.
Return Form 2848 or 8821 to preparer
Mark this checkbox to have UltraTax CS use the preparer's address as the mail to address for Forms 2848 and 8821 filing instructions and slipsheets. If this checkbox is not marked, UltraTax CS uses the taxing authority address for the mail to address for Forms 2848 and 8821 filing instructions and slipsheets.
Heading for shareholder transmittal letter
Select the option from the dropdown list if you want to use a heading other than the accounting firm for the shareholder transmittal letter. This option also applies to the return address on the shareholder slipsheet. To generate the shareholder transmittal letter from the tax matters person, mark the
Tax matters person
checkbox for the shareholder in the
View
,
Shareholder Information
, then
Other Info
tab.
note
This option applies to all 1120-S and 1120-IC-DISC clients.
To set this option on a client-by-client basis (or to override this option for a specific client), mark the selection in the
Heading for shareholder transmittal letter and return address for shareholder slipsheet
field in the
Letter
screen in the
General
folder.
Estimate Filing Instructions group box
Print "Paid" next to payments indicated as paid on Screen Est
Mark this checkbox to have UltraTax CS print "Paid" next to the estimates in the Estimate filing instructions that have been paid in full. Enter amounts in the
Next Year Estimates Paid
fields in the
Est
screen in the
Payments
folder to indicate amounts already paid toward next year's estimate.
note
This checkbox applies to all 1120 federal and state clients.
Include only balance due estimate amounts in the filing instructions
Mark this checkbox to have UltraTax CS exclude estimates already paid from the estimate filing instructions.
note
This checkbox applies to all 1120 federal and state clients.