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Screen CBGen - California Personal Property Tax
Show all hidden content
General Information
Complete return using the CA treatment within the Asset module
Enter
X
to use data from the CA
treatment column in Fixed Assets CS or the asset module in UltraTax CS.note
To mark the
Complete return using the CA treatment within the asset module
field one time for all new clients, choose Setup, [Applicable federal product], then California PPT tab, and select the New Client Options button.No separate business name
Enter
T
, S
, or J
to print either the taxpayer, spouse, or joint name in the Business name
field on the return. This field should be used only if there is no separate business name and the Business name
field in this input screen is blank. UltraTax CS defaults to the taxpayer name entered at the federal level. This field is used for all of the current client’s property tax returns. For return-specific information, use the No separate business name
field in the CBReturn Screen and/or the CBA&F Screen.Location of general ledger and all related accounting records
Enter the street address of the location of the general ledger and all related accounting records. This field is used for all of the current client’s property tax returns. For return-specific information, use the
Location of general ledger and all related accounting records
field in the CBReturn Screen and/or the CBA&F Screen.Other Ownership type
Select the ownership type from the drop-down list. If you select type
4
, Other, enter a description in the Other ownership type
field. If you leave this field blank, UltraTax CS defaults to the federal ownership type.note
To regenerate the transfer of information from Fixed Assets CS or the applicable federal asset module, choose Utilities then Fixed Assets CS (Import).