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Process Form 2290 for clients filing in multiple periods during the tax year

To prepare Form 2290 returns for multiple periods, complete the steps below.
  1. Create a 2290 client by choosing
    File
     then
    New Client
     and select the
    2290 Heavy Vehicle Use Tax
     option.
  2. In the client's return, open the
    2290
     screen in the
    General
     folder.
  3. Enter the client's general information. This information applies to every return you process for this client in UltraTax CS.
  4. Open the
    Return
     screen in the
    Return
     folder.
  5. Select the month in the
    Month vehicle(s) first used in tax year
     field.
  6. Mark the
    Calculate this unit
     field in the Return Information section.
  7. Enter the remaining data for the chosen tax period on the
    Return
     screen and
    EL
    F screen.
  8. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.
  9. Once the client has successfully filed Form 2290 for a tax period, open the client's tax return.
  10. Make sure that copies of previously filed returns are on file in your document management system.
  11. Select the
    Return
     folder to open the
    Return
     screen.
  12. Add another unit of the
    Return
     screen.
  13. Select the month in the
    Month vehicle(s) first used in tax year
     field.
  14. Verify in the folders block that another unit displays so you don't modify data from previously filed tax returns.
  15. Mark the
    Calculate this unit
     field in the Return Information section.
  16. Enter the remaining data for the selected tax period on the
    Return
     screen and
    ELF
     screen, as necessary.
  17. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.
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