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This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

Create a report of clients on extension

Use Client Listing Report to create a report that lists all clients who have been successfully extended electronically. You can create the report for all entities or for a specific entity (such as 1040 clients). You can also focus the report on clients assigned to a specific preparer.
Follow these steps to create an extension report.
  1. With no client open in UltraTax CS, select
    Utilities
    , then
    Client Listing Reports
    .
    note
    If a client is open when you select
    Utilities
    , then
    Client Listing Reports
    , that client will appear on the report, even if they don't meet the criteria used to select clients for the report.
  2. Turn on
    Client ELF Summary
    , then select
    Continue
    .
  3. Use the options in the Focus area to narrow the scope of the report. For example, you can select 1040 clients assigned to a specific preparer. Use
    Select All
     to print a report for all clients. Use
    Select
     to include only specific clients.
  4. Make selections in the Option area to refine your report. When you're finished, select print, preview, or export.

Paper-filed extensions

Follow these steps to create a report for all clients who have filed an extension, either on paper or electronically.
  1. In UltraTax CS, select
    Utilities
    , then
    Client Listing Reports
    .
  2. Select a report with the information you want for clients that meet the specified criteria. Select
    View Sample
     to preview the information included for each option. For example, select
    General Client Information
    , then
    Continue
    .
  3. From the client selection screen, select
    Modify
     in the Focus section.
  4. From the
    Modify Event Focus
     screen, turn on
    Logged
    , select the dropdown, then the + to expand
    Printing Events
    , and
    Extension printed
    .
  5. Select
    OK
     to return to the client selection screen. The client list will now display only clients that have had an extension printed (electronically filed extensions are technically printed as the electronic file is created on the
    Print Returns
     window).
    note
    Within the Focus section, you can further narrow the criteria before selecting clients by marking and clearing entity types, selecting a preparer, or selecting a fiscal year end.
  6. Use
    Select All
     to select all clients that meet the criteria for the report. Once you've selected all clients, preview, print, or export the report.

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