Open a client's return
Do the following steps to open a client's return in UltraTax CS.
- Select theOpen Clienticon
(or select File, thenOpen) to open theOpen Clientwindow. - In the list, select the information for the return you want to open.noteTo find a client, you can select theClient IDorNametitle bar to enable a search box on the list. Then, you can enter the first few characters of the client's ID or name.
- SelectOpento open the client's return information.noteIf 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, theData Sharing Pending Updateswindow 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, theWarning - Status Systemwindow will appear.
- If the client's data is password-protected, thePasswordwindow 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
- SelectClient 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 theComplexcolumn as long as theDisplay the Client Complexity factorcheckbox is marked on theSetup,User Preferences, then theMisctab.
- Use theFocusgroup 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 theRestore user/default focus optionsicon
to switch between the most recent custom focus selection and the default selection. - To view additional information about the clients listed, selectDetail.
- 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 theFilemenu, and up to 8 other recently processed clients are listed onMore 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 theClient Profilessection 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.
