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Enter advanced client properties

You can enter advanced properties in the
New Client
 window when you add the client, or you can enter or update them at any time using the
Client Properties
 window.
By default,
Advanced Properties
 has 2 tabs: the
Restrict Access
 tab and the
Enter Asset Detail
 tab.
note
Based on the type of return, more tabs may display. For example, consolidated returns have a
Group
 tab and an
Options
 tab.
  • The
    Restrict Access
     tab lets you password-protect client data and prevents any of the following applications or features from accessing client data: Data Mining, Practice CS, FileCabinet CS, or data sharing. In addition, you can mark the
    Exempt the E-file Status screen from Client Password protection
     checkbox to enable access to password-protected client information within the
    Electronic Filing Status
     window only.
    note
    This field is available only if you've marked the
    Deny access to client data unless password is known
     checkbox.
  • Use the
    Enter Asset Detail
     tab to determine if you have to summary or detail asset information.

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

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