Did You Know?

The data used by UltraTax CS to create the password as specified on this window comes from the following sources:

Taxpayer Identification Number

  • 1040:
    Taxpayer SSN in Screen 1040 or Client Properties
  • 1120, 1065, 990, 5500:
    EIN in Client Properties
  • 1041:
    EIN in Screen 1041 or Client Properties
  • 706:
    SSN in Screen 706 or Client Properties
  • 709:
    Donor SSN in Screen 709 or Client Properties

Phone number (7 digits only)

  • 1040:
    Home/evening phone in Screen 1040
  • 1120, 1065, 1041, 706, 709, 990, 5500:
    Work phone in Screen Contact

ZIP code (5 digits only)

  • 1040:
    ZIP code in Screen 1040
  • 1120:
    ZIP code in Screen 1120
  • 1065:
    ZIP code in Screen 1065
  • 1041:
    Fiduciary ZIP code in Screen 1041
  • 706:
    Signing executor ZIP code in Screen Names
  • 709:
    Donor ZIP code in Screen 709
  • 990:
    Organization ZIP code in Screen 990 or Screen 990PF
  • 5500:
    Sponsor/Employer ZIP code in Screen 5500
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close