Convert Entity Type dialog

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Use this window to convert an 1120S client's return to a 1065 return, or vice-versa. You can back up the original return when converting the entity type.
Open this window by selecting File, Convert Entity Type To 1120S (with a 1065 return open) or Convert Entity Type to 1065 (with an 1120S return open).
note
The name of this window and the menu command used to open it change depending on the entity type of the open client's return. If you do not have a 1065 or 1120S return open, this command does not appear in the File menu.

Fields and buttons

The converted client's ID upon conversion will be
To change the client's ID in UltraTax CS after converting to the new entity type, enter the new ID in this box. By default, UltraTax CS enters the client's current client ID in this box.
Save a backup copy of the original client using this client ID
Mark this checkbox to have UltraTax CS save a backup copy of the client's original return. Use the accompanying box to enter the ID for the backup copy. By default, UltraTax CS enters the client's current ID with "BK0" appended to the end. Note that the text field is not available unless the checkbox is marked.

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