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Log status events for a single client

Complete the following steps to log status events for the open UltraTax CS client. You can sort client lists in the
Open Client
,
Select Clients to Print
,
Client Status
, and
Client Listing
 windows using logged status events. You can also generate a Client Status Report that will list the logged events for the selected client.
  1. Select
    File
    , then
    Open Client
    , and select the client you want to log status events for.
  2. Select
    Utilities
    , then
    Client Status
     to open the
    Client Status
     window.
  3. In the
    Log Event
     tab, select the
    Events
     from the list for one or more events you want to log for the current client. The event you select will appear in the
    Event History
     list along with the log date and time and the user who logged each event.
  4. Once you have logged all events for the current client, select
    Done
     to close the
    Client Status
     window.
tip
  • To modify the date and/or time an event was logged, select the event in the
    Event History
     list, then select
    Edit
    . Enter the date and/or time in the
    Date
     and/or
    Time
     fields.
  • To remove an event that you previously logged for a client, select that event in the
    Event History
     list, then select
    Delete
    .
  • To configure status warnings for specific events, use
    Discourage Access
     (opened from
    Setup
    ,
    Office Configuration
    , then the
    Status
     tab). You can also set these warnings to require the master password or honor security privileges to open the client.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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