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Clients

Add a border to a client document

Add a state or city

Add criteria-based print conditions

Add custom links to the homepage

Add or edit links to client-specific resources

Add user-defined events

Add, change, and delete tabs

Analyze and print client listing report

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 documents

Client status events logged by the application

Client Status System - Detail tab

Client status system overview

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

Create a custom statement

Criteria-based text to customize client documents

Customize client documents

Customize client-specific text

Cut, copy, and paste text

Delete a client

Delete a client note

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 menu

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 client passwords

Edit a custom statement

Enter invoice information

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

Install state or city module

Log status events for a single client

Log status events for multiple clients

Modify NetClient email notifications

Open a client's return

Open the Document Editing window

Preview the document layout

Print client documents

Print federal and state filing instructions on the same page

Print transmittal letter and filing instructions on the same page

Rename a client's ID

Restore document defaults

Restoring items

Restrict a client document to a specific language

Schedule client status events

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

Stop auto-attaching a custom statement

Sync clients to Ultratax.com

UltraTax CS data-entry windows overview

View and edit tax elections

View client complexity information

Activate PRP licenses in Virtual Office

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