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New Client Options dialog (1040)
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Use this dialog to set return presentation options, estimates options, and other options that will apply to all 1040 clients subsequently added to the application.
To open this dialog, choose Setup and then 1040 Individual, select the Federal tab, and select the New Client Options button.
note
- Depending on your security configuration, you might be prompted to enter the master password before you can open an entity type tab.
- Options set in the New Client Options dialog in the prior year of UltraTax CS will proforma automatically.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- All of these options can be overridden on a client-by-client basis. For details, select the field-specific links below.
- Many state applications also have state-specific new client options available. Open the state-specific dialog by choosing Setup and then 1040 Individual, select the appropriate state tab, then clicking the New Client Options button.
Return presentation
Presidential election campaign fund designation
Choose
Yes
, No
, or Blank, with taxpayer reminder
to indicate whether to have the taxpayer's presidential election campaign fund designation marked on Form 1040, Page 1.Choosing
Blank, with taxpayer reminder
will: leave the checkbox on Form 1040 blank; prevent UltraTax CS from generating a diagnostic that states the Presidential election campaign fund
checkbox is not marked; and print a paragraph in the filing instructions describing how clients can mark the checkbox on Page 1 of the return before filing if they want to contribute to the presidential campaign.note
- This option applies to the taxpayer for all 1040 clients subsequently added to UltraTax CS.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- The option chosen here also applies to state returns that have an election campaign fund question on the state form.
- To set or override this option on a client-by-client basis or to mark this field for the spouse, use thePresidential election campaign fundfield in the Taxpayer Information or Spouse Information section of the 1040 Screen in the General folder.
Authorize discussion with taxing authority
Select either Yes or No from the drop-down list to have this response entered for the
Do you want to allow another person to discuss this return with the IRS
question on Form 1040, Page 2.note
- This option applies to the taxpayer for all 1040 clients subsequently added to UltraTax CS.
- The option chosen here also applies to state returns that have an "authorize discussion" question on the state form.
- To set or override this option on a client-by-client basis, make the appropriate selection from the drop-down list for theAuthorize discussion with IRSfield in the Taxpayer Information section of the 1040 Screen in the General folder.
Suppress Form 1040-V payment voucher
Mark this checkbox to suppress printing the Form 1040-V payment voucher.
note
- This option applies to all 1040 clients subsequently added to UltraTax CS.
- To set or override this option on a client-by-client basis, mark or clear theSuppress Printing Form 1040-Vfield in the Est Screen in the Payments folder. In Organizer view, theSuppress Printing Form 1040-Vfield is located in the 1040 Screen.
Estimates
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 option applies to all 1040 clients subsequently added to the application.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- To set or override this option on a client-by-client basis, choose the appropriate selection from the drop-down list for theApplication offield in the Est Screen in the Payments folder.2025overpayment
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 1040 clients subsequently added to the application.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- To set or override this option on a client-by-client basis, choose the appropriate selection from the drop-down list for theForm 1040ES -field in the Est Screen in the Payments folder.2026declaration
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 theAmt to round up each estimatefield in the Est Screen in the Payments folder.
- This amount applies to all 1040 clients subsequently added to the application.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- To set or override this amount on a client-by-client basis, enter the appropriate amount in theAmt to round up each estimatefield in the Est Screen in the Payments folder.
Treat the 4th quarter state estimate as due on December 31st
Mark this checkbox to have UltraTax CS print December 31 as the 4th quarter estimate due date on the state estimate filing instructions.
note
- This option applies to all 1040 clients subsequently added to the application or proforma'd.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- To set or override this option on a client-by-client basis, mark or clear theTreat 4th quarter estimate as due on 12/31field in the corresponding state data entry screen.
Other
Print Tax Projection Worksheets (TPW Screen)
Mark this checkbox to have UltraTax CS automatically print the Tax Projection Worksheets.
note
- This option applies to all 1040 clients subsequently added to the application.
- The option chosen here also applies toresidentornonresidentstate returns.
- To set or override this option on a client-by-client basis, mark or clear thePrint Tax Project Worksheetfield in the TPW Screen in the Review folder.
File the return electronically (ELF Screen)
Mark this checkbox to have UltraTax CS automatically mark the return to be electronically filed.
note
- This option applies to all 1040 clients subsequently added to the application.
- To set or override this option on a client-by-client basis, mark or clear theFile this return electronicallyfield in the ELF Screen in the Electronic Filing folder.
Suppress state electronic file(s) when filing federal return/extension electronically (ELF Screen)
Mark this checkbox to file only the federal return or extension electronically and to file a paper return for the state. Unless this checkbox is marked, UltraTax CS will automatically create the state return electronically if the federal return has been marked for electronic filing using the
File this return electronically
checkbox on the federal ELF Screen.note
- This setting applies to all 1040 clients subsequently added to the application.
- Marking this checkbox suppresses the electronic printing of all state tax returns for a given client. To suppress the creation of state electronic files for a particular state on a global basis for all clients, choose Setup and then System Configuration, select the Electronic Filing tab, and select the States button.
- For clients whose data was converted from another tax application, the options set in the New Client Options dialogwhen you first open the clientwill apply.
- To set or override this option on a client-by-client basis, mark or clear theSuppress the creation of: State electronic file(s) when only filing federal return electronicallyfield in the ELF Screen in the Electronic Filing folder.
Print electronic filing PIN signature forms (PIN Screen)
Mark this checkbox to have UltraTax CS automatically print the PIN forms for returns filed electronically.
note
- This option applies to all 1040 clients subsequently added to the application.
- To set or override this option on a client-by-client basis, mark (or clear) thePrint electronic filing PIN signature formsfield in PIN Screen in the Electronic Filing folder.
Tax return delivery method (Contact Screen)
Select
Paper
, Email PDF
, PDF to file
, or Web
from the drop-down list to specify the delivery method. The method selected will be reported in the Return Delivery column of the Setup and then Client Communications dialog.note
- The tax return method can be viewed (but not changed) in the client's Contact Screen, located in the General folder.
- This option applies to the taxpayer for all 1040 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 at the time the client was first opened in UltraTax CS will apply.
- To set or override this option on a client-by-client basis, choose the appropriate item from the drop-down list in the Return Delivery column in the Setup and then Client Communications dialog.