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Data entry for city returns

To add a local return to Kentucky, select
File
,
Client Properties
, the
Kentucky
 tab, then mark the checkbox for the returns you'd like to add. This will enable fully calculating input screens and forms in the Kentucky return. Review the following for how to enter data for local returns.
  1. Enter the following based on the type of income you need to report.
    Activity
    Data entry
    Wages
    Local wages and withholding you enter in the federal
    W2
     screen will transfer to the
    CW2
     screen in the
    KY City Information
     folder. If you didn't assign a city code in Box 20 on the federal
    W2
     screen, enter a
    City Code
     and
    Account Number
     to any wages that you need to report on the local return. If you need to allocate wages for Louisville-Jefferson purposes, use the
    Allocation of Compensation
     fields.
    Schedule C
    Use the
    CC
     screen in the
    KY City Information
     folder to assign Account Numbers to the appropriate returns. Information you enter on the federal Schedule C unit will transfer to this screen. Make any adjustments and/or allocations as needed.
    Schedule E
    Use the
    CRent
     screen in the
    KY City Information
     folder to assign Account Numbers to the appropriate returns. Information you enter on the corresponding federal rental unit will transfer to this screen. Make any adjustments and/or allocations as needed.
    Schedule F
    Use the
    CF
     screen in the
    KY City Information
     folder to assign Account Numbers to the appropriate returns. Information you enter on the corresponding federal farm unit will transfer to this screen. Make any adjustments and/or allocations as needed.
    Form 4835
    Use the
    C4835
     screen in the
    KY City Information
     folder to assign Account Numbers to the appropriate returns. Information you enter on the corresponding federal farm rental until with transfer to this screen. Make any adjustments and/or allocations as needed.
    Other Income & Gains/Losses
    Other income and gains/losses transfer to statements on the
    COth
     screen in the
    KY City Information
     folder. Open the appropriate statement to assign account numbers and allocate as needed.
  2. UltraTax CS creates a unit in the
    Lexington
    ,
    Louisville/Jefferson
    , and/or
    District
     folders for each unique account number you entered in the previous step. Use the
    Gen
     screen in the respective folder to complete the business and reconciliation information as needed for each account number.
note
  • If you're filing a
    District
     return and notice incorrect tax information or mailing address, you can correct them in
    Setup
     >
    1040 Individual
     >
    Kentucky
     tab >
    Rates
    .
  • If you want to delete a city return, delete the account number from the input screen in the
    KY City Information
     folder, select the appropriate unit in the
    Lexington
    ,
    Louisville/Jefferson
    , or
    District
     folder, then select
    Delete Screen Data
    .

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