Client complexity factor integration

Setup in UltraTax CS

If you haven’t used any integration functions previously (such as Integrated Invoices or Completion Events), you'll need to first specify the location of the Practice CS integration folders.
In UltraTax CS, select
Setup
,
Office Configuration
, then the
Status
tab.
The complexity factor integration function uses the Client Status System in UltraTax CS. A status event must be logged in order for the complexity data to be sent to Practice CS. Note that
any
status event logged for this client in UltraTax CS will trigger this process. You don't necessarily need to have a status event specifically set up for this purpose as long as you're regularly logging another status event in UltraTax for each client. If you don’t regularly log other status events, select
Add
to create a new status event for this purpose.
Select
Enter
and then
OK
.

Setup in Practice CS

Select the
Integrate this Firm with other solutions
checkbox within
Setup
,
Firm
, then
Preferences
.
Under
Actions
then
Manage Projects
, select the field chooser in the Projects grid.
Select
Client Complexity
to add it to the column list in the Manage Projects grid.
In addition to the Manage Projects screen as described earlier, the complexity factor data can also be display in the Projects portlet on the Client Dashboard and the Project Tasks tab in Manage Projects. Use the
Field Chooser
in those screens, as described earlier.

Procedures in UltraTax CS and Practice CS

Logging a status event in UltraTax will trigger complexity data to be sent to Practice CS. In UltraTax CS, you can use the
Utilities
,
Client Status
menu and select either the
Log Event
tab or the
Log Multiple Clients
tab. Alternately, you can use the clock icon located on the toolbar to log the status event.
The complexity factor changes in UltraTax as the return preparation progresses. You can update the complexity number in Practice CS by logging another status event for this client in UltraTax.
The complexity factor number will show in Practice CS on the grid in any of the screens where you have added it via the field chooser.
The complexity factor doesn't currently show by default on any reports in Practice CS, but can be added to any Project Management report using the Custom Formatter (You'll find client complexity variables in the field chooser list under
Project
,
Engagement
,
Client
, then
Complexity
). You can also add this to client-based reports using the client complexity variables in the field chooser list under
Client
then
Complexity
.
The complexity factor will only be retrieved from the current year of UltraTax. Because of this, the complexity factor may appear lower than it would have been for completed returns from prior years in UltraTax CS.