Add a situs to a client

You may want to add a situs, such as a state, to a client.

Open the client.

Select Setup
, then Situses
.

Mark the checkbox for each situs that you want to add to the client.

note

The checkboxes are marked for:

Situses already added to the client.

Situses reassigned to assets in the Fixed Assets Inventory module but not yet added to the client.

Select OK
.

In the

Add State Treatment

window, choose which treatments you want to add to the current client, then select Add Treatment
.

This article applies to:

Product: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
Subject: Clients