Client status system overview
The UltraTax CS client status system is a feature used to track the progress of your clients' returns while processing them during tax season. You can view the progress of all returns at a glance, create comprehensive reports listing detailed status information, identify and avoid delays in processing, and manage your firm's workflow more effectively.
Client status events
The status system uses occurrences or milestones in the tax preparation progress called
status events
. The following are some common examples of status events.These events fall into 2 categories: user-defined status events and UltraTax CS status events.
- UltraTax CS status eventsare events that are recorded automatically by UltraTax CS, such as client proforma'd, printed return, backed up client, restored client, and so on. UltraTax CS will automatically record approximately 90 different events.
- User-defined status eventsare events that you create (using theSetup,Office Configuration, then theStatustab) and use to record the progress of a return or schedule upcoming tasks using theUtilities, thenClient Statuswindow. Some examples of possible user-defined status events are "client interviewed," "applied for extension," or "return completed." You can define up to 50 custom status events.
note
All user-defined events will need to be unique. You can't create a custom status event that exactly matches an event defined by UltraTax CS.
Update the status of returns
The status of your clients' returns is updated both by UltraTax CS (which automatically records events defined by the application) and by your firm, using the custom status events created on the
Status
tab on the Office Configuration
window. You can record (or "log") changes in the status of your clients' returns using the Log Event
tab, or log status events for several clients at once using the Log Multiple Clients
tab. To view the status of your clients' returns, select
Client Profiles
on the UltraTax CS homepage, or select Utilities
, Client Status
, then select the At a Glance
tab or the Detail
tab.Identify clients with specific status events
With Data Mining, you can create searches that will identify clients for whom a specific status event was logged or for whom a specific status event wasn't logged.
Complete Practice CS tasks and projects with status events
If your firm is licensed for the Practice CS Project Management module, you can signal completion of a project or task in Practice CS when you log a user-defined status event for a client in UltraTax CS. To take advantage of this feature, you'll need to enable integration in Practice CS and UltraTax CS. In addition, you'll need to select the current version of UltraTax CS as the solution and the UltraTax CS status event as the completion event for tasks and projects in Practice CS.
