ULTRATAX CS FIELDS THAT POPULATE PRACTICE CS



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Transcription:

ULTRATAX CS FIELDS THAT POPULATE PRACTICE CS 1040 clients... 1 1120 and 1065 clients... 2 1041 clients... 2 990 clients... 3 706 and 709 clients... 4 5500 clients... 4 The type of client determines which fields are used to populate. The following tables list the fields that are converted from to. 1040 clients Social Security Number Taxpayer Taxpayer Spouse * Taxpayer Name 1 Spouse * Taxpayer Taxpayer Individual Taxpayer Individual Spouse Social Security Number* Spouse SSN Spouse * Spouse Spouse * Spouse Taxpayer Contact Name Taxpayer Taxpayer Daytime Phone Business Phone Taxpayer Home/Evening Phone Number Home Phone Taxpayer All Other Taxpayer Phone Numbers Taxpayer Address Home Address Line 1 Fields that Populate TL 26028 Copyright 2004 2013 by Thomson Reuters. All rights reserved. Page 1

1040 clients Apartment Number Home Address Line 2 Taxpayer * The spouse fields from will populate the spouse fields in only if the client is marked as married filing jointly or married filing separately. 1120 and 1065 clients EIN Name EIN Name Name 1 Doing business as Name 2 Address Business Address Line 1 code address Client Phone Number / Telephone number All 1041 clients Employer Identification Number Name TL 26028 Page 2 Fields that Populate Copyright 2004 2013 by Thomson Reuters. All rights reserved.

1041 clients Fiduciary Name Name 1 Telephone Number All Street Business Address Line 1 990 clients Name of Organization Name of Organization Name 1 Telephone Number All Address & Room Business Address Line 1 Suite Number Business Address Line 2 Fields that Populate TL 26028 Copyright 2004 2013 by Thomson Reuters. All rights reserved. Page 3

706 and 709 clients Social Security Number Name 1 Individual Individual Contact All Street Address Home Address Line 1 5500 clients Name of Sponsor Name of Sponsor Name 1 Telephone Number All Address Business Address Line 1 TL 26028 Page 4 Fields that Populate Copyright 2004 2013 by Thomson Reuters. All rights reserved.

5500 clients Fields that Populate TL 26028 Copyright 2004 2013 by Thomson Reuters. All rights reserved. Page 5

TL 26028 Page 6 Fields that Populate Copyright 2004 2013 by Thomson Reuters. All rights reserved.

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