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Set options for new 709 clients

Do the following steps to specify setup options for all 709 clients subsequently added to UltraTax CS. The options apply during the 1st time you open a client in UltraTax CS.
  1. Select
    Setup
    , then
    709 Gift Tax
    .
    note
    Depending on the security configuration, a prompt may ask you to enter the master password. Select
    OK
     to continue.
  2. Select
    New Client Options
     in the
    Additional information
     section to open the
    New Client Options
     window.
    note
    • The option you select in this window applies to all 709 clients subsequently added to UltraTax CS until you change it again. Changing the option in the
      New Client Options
       window doesn't affect existing 709 clients. You will need to open each client and edit the data accordingly if you don't want UltraTax CS to apply a particular option.
    • UltraTax CS applies the settings in this window to all 709 returns with data that you converted from another tax application. UltraTax CS applies these settings the 1st time you open the return.
  3. Select the option you want.
  4. Select
    OK
     to accept the settings and close the window, or select
    Cancel
     to close the window without saving the changes to the option settings.
  5. Select
    OK
     to close the
    709 Product Information
     window.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 709 Gift Tax

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