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Federal input screens

Contributor Information > Contributor Information tab (990)

Use this tab to enter general contributor information such as name and address. UltraTax CS uses this information to complete both the federal and state returns. Also, the application automatically updates the information in the Contributor spreadsheet at the top of the Contributor Information window when you enter contributor data in this tab.
To update general contributor information, open the Contributor Information window, and select the Contributor Information tab.
note
  • To
    add
     a new contributor, select Add. UltraTax CS opens a blank Contributor Information tab where you can enter the new contributor's information. You can add up to 999 contributors for each 990 client.
  • To
    delete
     a contributor, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and select Delete.
  • To
    update
     an existing contributor's general information, highlight the appropriate contributor in the Contributor spreadsheet at the top of the Contributor Information window, and edit the information in the Contributor Information tab.
note
Electronic Filing Notes
  • You'll have to complete the contributor address information for Schedule B when electronically filing the return, even if you mark the
    Do not disclose contributor name and address information
     checkbox.

General

Name and Address
Enter the contributor's name and address information in the boxes in this section.
Do not disclose contributor name and address information
Mark this checkbox to suppress the contributor name and address on Schedule B, Page 2. Use this option to generate a public inspection copy of the return.
note
The checkbox isn't available for Form 990-PF, since Schedule B is open to public inspection for an organization that files Form 990-PF.
Name and address are not suppressed in the electronic file unless the organization is a 527 political organization. Mark this checkbox for a 527 political organization to display "Pd. 527(i)(1)" if the organization paid the amount specified by section 527(i)(1).
E-Filing type
Select the description of contributor from the dropdown list. UltraTax CS defaults to Individual. The application needs this information to correctly characterize the contributor in the electronic file.
Import Unit
Enter the Import Unit number when importing contributor information from general ledger applications, such as Accounting CS. UltraTax CS automatically proformas the Import Unit from clients that existed in the prior year.

Foreign Address

Country
Select the appropriate alpha code for the contributor's foreign country and US possession from this dropdown list, and then select the foreign country from the dropdown list that opens.
Province or state
Enter the province or state of the contributor's foreign country in this box.

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