Product Information window

Use this window to set up interest rates and enter product-specific information for each federal and state application that you have installed. From this window, you can also open other windows where you can change default client documents, set invoice prices, change the default print conditions for input screens and returns, change client complexity values, and enter more product-specific information.
To open this window, select
Setup
, then the entity. For example, to set up the defaults for the UltraTax/1040 federal application, select
Setup
, then
1040 Individual
. If the name of a federal entity isn't available in the Setup menu, you don’t have it installed.

Federal and Organizer tabs

  • 1040 Federal tab
  • 1120 Federal tab
  • 1065 Federal tab
  • 1041 Federal tab
  • 990 Federal tab
  • 706 Federal tab
  • 709 Federal tab
  • 5500 Federal tab
  • 2290 Federal tab
  • Organizer tab& (1040 Client Organizer)
  • Organizer tab& (1120, 1065, 1041, and 990 Business Organizer)

State tabs

If you installed one or more state applications for the entity type, state tabs appear in this window.
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