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Screen IQGen - Indiana Personal Property Tax

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Overview

Use this screen to complete general information questions for Forms 103-L, 103-S, and 102.
note
To enter information specific to the parcel number, use the IQReturn Screen.

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

Complete return using the IN treatment within the Asset module
Enter
X
 to use data from the IN treatment column in Fixed Assets CS or the asset module in UltraTax CS.
note
  • To regenerate the transfer of information from Fixed Assets CS or the applicable federal asset module, choose Utilities then Fixed Assets CS (Import).
  • To mark the
    Complete return using the IN treatment within the asset module
     field one time for all new clients, choose Setup, [application name], then Indiana PPT tab, and select the New Client Options button.
Location of accounting records
Enter the address of the accounting records. Data in this field will be used by all forms included in this return. Use the
Location of accounting records
 field in the IQReturn Screen to enter return-specific information.
note
If you want UltraTax CS to print a single note or phrase on the form (rather than to print a different address entirely), enter the data only in the
Street
 field in the statement dialog. For example, if you want UltraTax CS to print "SAME" in the address fields on the form, enter
Same
 in the
Street
 field.
Name of person signing the return
Enter the name of the person signing the return. Data in this field will be used by all forms included in this return. UltraTax/1120 will default to the Officer Name. UltraTax/1065 will default to the Tax Matters Partner. There is no default in UltraTax/1040 or UltraTax/1041.
Title
Enter the title of the person signing the return. Data in this field will be used by all forms included in this return. UltraTax/1120 will default to the Officer Title. UltraTax/1065 will default to the Tax Matters Partner. There is no default in UltraTax/1040 or UltraTax/1041.

Return Information

Mail return to county assessor
Mark this field if the return is to be mailed to the county assessor and not to the city / township assessor.

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