This article applies to:

Product: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Enter client contact information from federal input screens

Do the following to enter the clients contact information from federal input screens. This can include the client's phone number and email address.

In Folders
, select the General
folder.

Enter client contact information on the Contact
tab and on the Entity
tab.

note

Contact information displays in the Client Contact Information report. You can use it in custom reports for Data Mining.