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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

Set customized client complexity values

If you want to override the default complexity values in UltraTax CS, you can set your own customized values for specific forms and schedules, as well as for entity-specific details such as the number of shareholders, partners, or beneficiaries.
To customize the complexity values UltraTax CS uses for calculating the Client Complexity Factor, complete the following steps.
note
This process may vary slightly across different entity types.
  1. Select
    Setup
    , then
    [Entity]
     (for example, 1040 Individual). In the
    Product Information
     window, select
    Client Complexity
     in the
    Other
     group box.
  2. In the
    Federal Returns
     list on the
    Returns & Products
     tab, enter the desired complexity values for the federal returns included in the current entity (such as 1040A or 1040EZ) in the
    Value
     column.
  3. In the
    State Returns
     list, enter the complexity values you want for the state tax returns for the current entity in the
    Value
     column.
  4. Use the fields in the
    Specially counted
     group box to enter the complexity value for items such as the assets, shareholders, beneficiaries, or partners included in the return.
  5. Use the
    Federal Input Screens
     tab to assign customized complexity values to specific federal input screens. Expand a folder and select the desired input screen, then enter the values you want in the
    Value
    ,
    Per Unit Value
    , and
    Maximum Value
     fields.

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