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Add a border to a client document
Add criteria-based print conditions
Add or edit links to client-specific resources
Analyze and print client listing report
Assemble and transmit eSignature documents with the Organizer
Assemble and transmit eSignature documents with the tax return
Assemble Form 8878 for eSignature with a 1040, 1065, or 1120 extension
Assess the complexity of a client's return
Change font typeface, style, and size
Change paragraph indentation and alignment
Change the data that prints on documents
Change the default salutation and IRS service center
Check out clients in UltraTax CS
Choose between detailed and summary asset data entry
Client status events logged by the application
Client Status System - Detail tab
Clients missing from the Schedule Event window
Configure the automatic backup of client data into FileCabinet CS
Convert a 1065 return to an 1120S return
Convert an 1120S return to a 1065 return
Create custom documents available for all clients
Create custom paragraphs for client documents
Criteria-based text to customize client documents
Customize client-specific text
Delete a state or city return for a client
Delete or remove a client password
Deny other applications access to UltraTax CS client data
Display a client not showing in the Open Client window
Document Editing window keyboard shortcuts
Edit and print engagement letters
Edit client documents during print preview
Editing client document templates in Microsoft Word
Enter advanced client properties
Enter client contact information from federal input screens
Enter client contact information from the home page
Enter or edit text for a header or footer
Export client listing reports from UltraTax CS
Export client status information to a Data Interchange Format (DIF) file
Insert images into client documents
Insert language indicators into client documents
Insert page breaks in a client document
Insert special characters into client documents
Log status events for a single client
Log status events for multiple clients
Modify NetClient email notifications
Open the Document Editing window
Print federal and state filing instructions on the same page
Print transmittal letter and filing instructions on the same page
Resolve orphaned input screens
Restrict a client document to a specific language
Revoke eSignature documents after transmission
Select a header and footer for a document
Send client data, documents, settings, or updates to a file
Send client data, documents, settings, or updates via email
Set customized client complexity values
Set up criteria-based text that compares variables to amounts or to other variables
Set up criteria-based text that specifies a preparer
Share configurable files between firm data locations
Transmit Form 8878 for eSignature with a 1040, 1065, or 1120 extension
Track and retrieve eSignature documents
UltraTax CS data-entry windows overview
View client complexity information