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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

Check out clients in UltraTax CS

You can check out client data to avoid problems that result from multiple people accessing the same client data at the same time. For example, you can mark this box when you take a client's data home or to another office location. You can also check out client data if you're working on a consolidated client and you don't want others to make changes to the member returns. If anyone tries to open the client while you have the data checked out, they'll get a message stating that the data is currently checked out.
To check out client data, follow these steps.
  1. Select
    File
     then
    Backup
    .
  2. Select
    Clients
     from the dropdown.
  3. Select the client data that you'd like to check out, then select
    Select
     to move them to the other pane. If you're working on a consolidated client, make sure to select the consolidation as well as the parent, subsidiaries, and eliminations clients. Select
    OK
     to return to the
    Backup
     window.
  4. Verify that the backup location is correct.  If it's not, select
    Modify Backup Location
    , go to the location, then select
    OK
     to return to the
    Backup
     window.
  5. Mark the
    "Check out" selected clients
     checkbox to indicate that you're checking out the client's data.
  6. Select
    Check Out
    .
  7. Select
    Done
     when the check out process is complete.
To check the client back in, use 1 of the following options.
  • Restore the client from a backup. Use this option if you need to restore an updated version of the client.
  • Select
    Help
    ,
    Repair
    ,
    File Locks
    ,
    Checked out clients
    , select the client, then select
    Delete Lock
    . Use this option if you don't need to restore an updated version of the client.
note
  • If anyone tries to open the client while you have the data checked out, they'll get this message: "Cannot open client: It is checked out by user"
  • The
    Open Client
     window will have
    Ck
     as the indicator for checked out in the status column. The checked-out client can't be opened until it's checked back in, which will remove the indicator.
  • Checked-out clients will only be available for electronic filing for the individual that checked out the client data.
  • Checked-out clients won't be available for selection in the
    Print
     window.
  • Checked-out clients won't be available for selection for printing mailing labels.
  • If anyone tries to proforma the client while you have the data checked out, they'll get a message stating that the data is locked by another user.

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