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New Client Options dialog (States)

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Use this dialog to enter various information that will apply to all new clients for this UltraTax CS state application.
To open this dialog, choose Setup, [Entity], [State], and then select the New Client Options button. Note that not all state tabs contain this button.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.
If applicable, each state application provides state-specific options that are unique to that state's processing needs.
Options that apply to all states for a given entity are entered in the New Client Options dialog accessed via the Federal tab. The response entered in the Federal tab transfers to the appropriate state input screen for all new clients.

Fields & buttons

Some states' New Client Options dialogs may not have all the fields listed below, or may have additional fields.&
Overpayment application
To tell UltraTax CS how you want to apply any current-year overpayment, select the appropriate option from this drop-down list.
note
  • This amount applies to all clients subsequently added to UltraTax CS.
  • For clients whose data was converted from another tax application, the options set in the New Client Options dialog
    when you first open the client
     apply.
  • To set this option on a client-by-client basis (or to override this option a specific client), choose the appropriate selection from the
    Application of current year overpayment
     drop-down list on the state-specific input screen.
Next year's estimate declaration
To tell UltraTax CS which method you will use to determine the amount of next year's estimated tax, select the appropriate option from this drop-down list.
note
  • This option applies to all clients subsequently added to UltraTax CS.
  • For clients whose data was converted from another tax application, the options set in the New Client Options dialog
    when you first open the client
     will apply.
  • To set this option on a client-by-client basis (or to override this option for a specific client), choose the appropriate selection from the
    Form … declaration for next year
     drop-down list on the state-specific input screen.
Round estimates by
Enter the amount up to which you want to round estimated payments. The estimated payments will be rounded up to the nearest factor indicated.
Example:
 To round each estimate payment up to the nearest $10, enter
10
 in this field.
note
  • UltraTax CS automatically rounds each estimate payment up to the next dollar if nothing is entered here or in the
    Amt to round up each estimate field
     on the state-specific input screen.
  • This amount applies to all clients subsequently added to UltraTax CS.
  • For clients whose data was converted from another tax application, the options set in the New Client Options dialog
    when you first open the client
     will apply.
  • To set this amount on a client-by-client basis (or to override this amount for a specific client), enter the appropriate amount in the
    Amt to round up each estimate
     field on the state-specific input screen.

This article applies to:

  • PRODUCT: UltraTax CS,UltraTax CS

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