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Clients

Open a client's return

Do the following steps to open a client's return in UltraTax CS.
  1. Select the
    Open Client
     icon open client (or select
    File
    , then
    Open
    ) to open the
    Open Client
     window.
  2. In the list, select the information for the return you want to open.
    note
    To find a client, you can select the
    Client ID
     or
    Name
     title bar to enable a search box on the list. Then, you can enter the first few characters of the client's ID or name.
  3. Select
    Open
     to open the client's return information.
    note
    If you get an error message regarding "orphaned" input screens, UltraTax CS encountered an error when converting client data from another tax preparation application.
  • If you have more recent data for a client involved in data sharing, the
    Data Sharing Pending Updates
     window may appear.
  • If you configured the UltraTax CS status system to provide status warnings and the current client meets the criteria defined for those warnings, the
    Warning - Status System
     window will appear.
  • If the client's data is password-protected, the
    Password
     window will appear.
  • If you use the UltraTax/1040 Client Organizer and you set the option to start 1040 data entry in organizer input screens, the client's Organizer screens will open.
tip
  • Select
    Client ID
    ,
    Name
    ,
    Entity
    ,
    Complex
    , or the status event clock icon in the title bar of the list to sort the client listing by that characteristic. UltraTax CS displays the client's complexity rating in the
    Complex
     column as long as the
    Display the Client Complexity factor
     checkbox is marked on the
    Setup
    ,
    User Preferences
    , then the
    Misc
     tab.
  • Use the
    Focus
     group box to limit the clients who appear in the list by entity type, preparer/staff, fiscal year-end, and/or client status.
  • To change which clients are listed, select the
    Restore user/default focus options
     icon to switch between the most recent custom focus selection and the default selection.
  • To view additional information about the clients listed, select
    Detail
    .
  • You can open a client whose data you've processed recently using commands on the File menu. The most recently processed client is listed last on the
    File
     menu, and up to 8 other recently processed clients are listed on
    More Recently Used
    .
  • You can have up to 3 clients open for processing at the same time. To do so, open a new client for processing without closing the current client. The previous client's ID appears in a button on the UltraTax CS toolbar. To switch back to the previous client, select the client's ID.
  • To open any return, select the
    [Open]
     link in the
    Client Profiles
     section of the UltraTax CS homepage.
  • You can open a client's tax return in a read-only view, which locks the data in input screen fields and prevents the application from recalculating the return.

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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