View client complexity information
UltraTax CS displays the Client Complexity Factor in several locations, including the
Client Profiles
section of the UltraTax CS home page, the Open Client
window, and in the General Client Information
report.- In theOpen Clientwindow, each client's complexity rating is displayed in theComplexcolumn. To see a detailed explanation of a client's complexity rating, highlight that client and select the number displayed in theComplexcolumn to open theClient Complexity Calculationwindow.
- In theClient Profilessection of the UltraTax CS home page, theClientslist displays each client's complexity rating in theComplexcolumn. To see a detailed explanation of a client's complexity rating, highlight that client and select the number displayed in theComplexcolumn to open theClient Complexity Calculationwindow.
- TheGeneral Client Informationreport also displays each client's complexity rating in theComplexitycolumn. To create this report, selectUtilities, thenClient Listing Reports, then theGeneral Client Informationoption, thenContinue, and then select the clients to include in the report. You can preview the report in UltraTax CS, print it on paper, export it to a file, or send it to FileCabinet CS.
- TheDiagnosticslist contains aComplexitytab listing the complexity values for all forms and schedules included in the open client's return. To open this list, use CTRL+D or selectView, thenDiagnosticswith a client open in UltraTax CS.
