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

Display a client not showing in the Open Client window

There's a situation where one or more of your clients don't show in the

Open Client

window. When this happens, verify the following focus options.

Make sure you've selected the correct entity.

Make sure that you set Preparer/reviewer/staff
to All Preparers
.

Make sure that you set Fiscal Year end
to All Months
.

Make sure that you set Event
to All clients, regardless of status
.

If you complete the previous steps and still don't see the client, follow these steps:

Select Help
, then Repair
.

Select Rebuild Client List
.

Verify the client is in the list.

If the client is still not in the Help
, then

Repair

window, the client may not exist or the data may be corrupt. If the client data is corrupt, you should restore from a backup.