Client status events logged by the application
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Select a dropdown to view the status events that are automatically logged by UltraTax CS. In addition to automatic events:
- You can create user-defined status events inSetup,Office Configuration, then theStatustab.
- You can view the events logged by UltraTax CS for a client using theClient Status Historyreport.
- You can log user-defined status events for UltraTax CS clients in theClient Statuswindow.
General client events
- Acquired PRP authorization
- Added new client
- Added state
- Backed up client
- Bypassed access warning
- Client check-out was canceled
- Client checked in
- Client checked out
- Client files deleted via Help > Repair
- Client status information edited
- Closed client
- Changed entity
- Changed fiscal year end
- Connected to SurePrep
- Disconnected to SurePrep
- Created client from conversion data
- Created client via Save As
- Created client via split utility
- Emailed client data
- Sent email re: missing data
- From FileCabinet CS
- Opened client
- Proforma'd
- Renamed client
- Re-proforma'd, retained PPT returns
- Restored client
- Sent client to file
- Watch fields frozen
- Watch fields unfrozen
- Merged client data
- Rebuilt data share
- Version
- Deleted state
- Data Mining - Emailed Letter
Printing events
- 9325 printed (Also an ELF event)
- 9325 printed to FCS (Also an ELF event)
- Extension printed
- Extension printed to FCS
- Input screens printed
- Input screens printed to FCS
- Organizer printed (Also an Org event)
- Organizer printed to FCS (Also an Org event)
- Return printed
- Return printed to FCS
- Tax return email sent
- Tax return PDF created
- Tax return SafeSend created
- Tax return SafeSend sent
- Tax return sent to SurePrep
- Tax return Web created
- Tax return Web sent
Import / export events
- Accounting data imported
- Client created in Tax Caddy
- Client sent to Tax Caddy
- Data imported via datashare
- Exported apportionment Info
- Exported data to BNA
- Exported data to Planner CS
- Exported Partner Info
- Exported Shareholder Info
- Failed to create in Tax Caddy
- Forwarded invoice to CS Practice products
- Imported apportionment Info
- Imported Partner Info
- Statement data imported
- Imported Shareholder Info
- Imported Beneficiary Info
- Imported Officer Info
- Imported Contributor Info
- Exported Beneficiary Info
- Exported Officer Info
- Exported Contributor Info
- SurePrep data exported
Organizer events
- Accounting data imported
- Data imported via datashare
- Exported apportionment Info
- Exported data to BNA
- Exported data to Planner CS
- Exported Partner Info
- Exported Shareholder Info
- Forwarded invoice to CS Practice products
- Imported apportionment Info
- Imported Partner Info
- Statement data imported
- Imported Shareholder Info
- Imported Beneficiary Info
- Imported Officer Info
- Imported Contributor Info
- Exported Beneficiary Info
- Exported Officer Info
- Exported Contributor Info
- SurePrep data exported
Organizer events
- Organizer email sent
- Organizer PDF created
- Organizer printed (Also a printing event)
- Organizer printed to FCS
- Organizer printed for SafeSend
- Organizer Web created
- Organizer Web retrieved
- Organizer Web sent
- Organizer Web - Print only created
Electronic filing events
- 8879 Electronic Signature sent
- 8879 Electronic Signature failed
- 8879 Electronic Signature declined
- 8879 Esigned
- 8879 ESigned - SafeSend
- 9325 printed (Also a printing event)
- 9325 printed to FCS (Also a printing event)
- ELF ACK received, return accepted
- ELF ACK received, return rejected
- ELF file attachment added
- ELF file attachment deleted
- ELF file created
- ELF file deleted
- ELF file selected for transmission
- ELF file transmitted to CS
- ELF file de-selected for transmission
- ELF file prepared for SafeSend
- Efile Released - SafeSend
- ELF 8865 file attachment added
- ELF 8865 file attachment deleted
- ELF acceptance emailed to client
- ERO PIN data modified
- ELF error(s) found, no e-file created
- ELF document - signed
- ELF extension file created
- ELF extension file transmitted to CS
- ELF extension file selected for transmission
- ELF extension file de-selected for transmission
- ELF extension file deleted
- ELF extension ACK received, return accepted
- ELF extension ACK received, return rejected
- ELF extension error(s) found, no e-file created
- ELF extension file attachment added
- ELF extension file attachment deleted
- ESigned
- ERC file created
- ERD file created
- RAL file created
- Tax refund application transmitted
- Paper Filed
- Paper filed extension
- Paper signed and returned
