Screen DDGen - District of Columbia Personal Property Tax

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Overview

Federal-to-state input screen and asset module data transfer

If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: .
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
  • When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
  • To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
  • To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
  • If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.

Statements

Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see the Statements overview.

Accessing frequently asked questions

To view answers to common questions about calculations and data entry issues, choose Help, Additional Resources, then Frequently Asked Questions. For details, see the Accessing frequently asked questions (FAQs).

General Information

Owner’s name
Choose the applicable letter from the drop-down list to indicate if this return is filed by the taxpayer, spouse, or joint. If you leave this field blank, UltraTax CS defaults to the taxpayer.
Type Code
Description
T
Taxpayer (default)
S
Spouse
J
Joint

Return Information

Return is under $225,000
UltraTax CS automatically marks this checkbox if the remaining cost of personal property is under $225,000. "Under $225,000" prints on the top of Form FP-31, Page 1.
note
If this option is selected, Form FP-31, Page 3 does not print.
Print page 3
Enter
X
to force Form FP-31, Page 3 to print even if the return is under $225,000.

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