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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

Analyze and print client listing report

UltraTax CS includes reports with detailed information about specific sections of a client's return. Complete these steps to select the clients to include and to generate the report you want.
  1. Select
    Utilities
    , then
    Client Listing Reports
    .
  2. Select the report you want to print:
    1. Select either
      General Client Information
      ,
      General Return Information
      ,
      Client Contact
      ,
      Client Communications
      ,
      Status Summary
      ,
      Client Totals
      ,
      Client Family
      ,
      Client Status History
      ,
      User Activity
      , or
      Client ELF Summary
      .
    2. Select
      View Sample
       next to each report for the information included in that report.
  3. After you select the report you want to print, you can select which clients appear in the report in the
    Select Clients for Report
     window.
    note
    You can sort the client list by selecting
    Client ID
    ,
    Name
    , or
    Entity
     in the title bar of the list pane. For example, you can print a report that includes only 1040 clients or a report that lists all clients assigned to a specific preparer, reviewer or staff member. You can also sort the report according to client ID, client name, fiscal year end, or other options.
  4. Optional:
     You can select a sort criteria from the
    Sort
     field next to the selected report option to organize the report according to a specific characteristic, such as client name, TIN, or entity type. By default, each report is sorted by client ID except for the User Activity Report, which is sorted by user.
  5. After you select the report you want, select
    Continue
     to open the
    Select Clients for Report
     window.
  6. In the
    Select Clients for Report
     window, use the fields in the
    Focus
     group box to include or exclude clients from the list of available clients.
  7. Choose the clients you want to include in the report in the
    Clients available to print
     pane, then select
    Select
    . The clients you choose move to the
    Clients to print
     pane. To remove a client from the
    Clients to print
     pane, select it in the pane then select
    Remove
    .
  8. Do 1 of the following:
    1. To view the report on the screen, select
      Preview
      .
    2. To print the report, select
      Print
      .
    3. To export the report, select
      Export
      .
    4. If you have a FileCabinet CS license and you want to send the report to that application, select
      To Cabinet
      .
tip
Select
Client ID
,
Name
, or
Entity
 in the title bar of the list pane to sort the client listing by that characteristic.

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